ICA Group Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $103K | Sell |
984
-165
| -14% | -$17.2K | 0.06% | 169 |
|
|
2024
Q1 | $107K | Buy |
1,149
+37
| +3% | +$3.46K | 0.02% | 383 |
|
|
2023
Q4 | $100K | Buy |
+1,112
| New | +$100K | 0.02% | 357 |
|
|
2023
Q3 | – | Sell |
-1,084
| Closed | -$87.7K | – | 1234 |
|
|
2023
Q2 | $87.7K | Hold |
1,084
| – | – | 0.02% | 363 |
|
|
2023
Q1 | $77.7K | Hold |
1,084
| – | – | 0.02% | 391 |
|
|
2022
Q4 | $71.1K | Sell |
1,084
-2,710
| -71% | -$178K | 0.02% | 432 |
|
|
2022
Q3 | $244K | Sell |
3,794
-184
| -5% | -$11.8K | 0.05% | 301 |
|
|
2022
Q2 | $317K | Hold |
3,978
| – | – | 0.06% | 271 |
|
|
2022
Q1 | $347K | Buy |
+3,978
| New | +$347K | 0.07% | 246 |
|