IMC Chicago’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-25,237
| Closed | -$3.87M | – | 1621 |
|
2025
Q1 | $3.87M | Buy |
+25,237
| New | +$3.87M | ﹤0.01% | 105 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 1460 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 1340 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 1241 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 1144 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 883 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 649 |
|
2023
Q1 | – | Sell |
-17,706
| Closed | -$1.16M | – | 647 |
|
2022
Q4 | $1.16M | Buy |
+17,706
| New | +$1.16M | ﹤0.01% | 79 |
|