IAG Wealth Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.1K | Hold |
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|
2025
Q1 | $46K | Hold |
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|
2024
Q4 | $37.8K | Hold |
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|
2024
Q3 | $38.4K | Hold |
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|
2024
Q2 | $31.3K | Sell |
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|
2024
Q1 | $65.4K | Hold |
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|
2023
Q4 | $63.1K | Hold |
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|
2023
Q3 | $57.3K | Hold |
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|
2023
Q2 | $56.6K | Hold |
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|
2023
Q1 | $50.2K | Hold |
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|
2022
Q4 | $45.9K | Hold |
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|
2022
Q3 | $45K | Hold |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $67K | Hold |
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|
2021
Q4 | $60K | Hold |
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|
2021
Q3 | $58K | Hold |
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|
2021
Q2 | $59K | Buy |
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|
2021
Q1 | $49K | Buy |
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