IWA
IBEX Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Buy |
+5,905
| New | +$908K | 0.1% | 111 |
|
|
2025
Q1 | – | Sell |
-5,592
| Closed | -$705K | – | 215 |
|
|
2024
Q4 | $705K | Buy |
+5,592
| New | +$705K | 0.08% | 135 |
|
|
2024
Q3 | – | Sell |
-5,348
| Closed | -$558K | – | 275 |
|
|
2024
Q2 | $558K | Buy |
+5,348
| New | +$558K | 0.09% | 90 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$495 | – | 149 |
|
|
2023
Q4 | $495 | Sell |
5
-5,658
| -100% | -$560K | 0.11% | 84 |
|
|
2023
Q3 | $464K | Buy |
+5,663
| New | +$464K | 0.12% | 85 |
|
|
2019
Q3 | – | Sell |
-1,337
| Closed | -$109K | – | 358 |
|
|
2019
Q2 | $109K | Buy |
+1,337
| New | +$109K | 0.03% | 157 |
|
|
2017
Q1 | – | Sell |
-101
| Closed | -$7K | – | 397 |
|
|
2016
Q4 | $7K | Buy |
+101
| New | +$7K | ﹤0.01% | 339 |
|