Imprint Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.05M | Hold |
11,425
| – | – | 0.25% | 89 |
|
|
2023
Q4 | $1.03M | Buy |
11,425
+285
| +3% | +$25.7K | 0.83% | 37 |
|
|
2023
Q3 | $913K | Buy |
11,140
+415
| +4% | +$34K | 0.77% | 41 |
|
|
2023
Q2 | $868K | Buy |
10,725
+156
| +1% | +$12.6K | 0.55% | 52 |
|
|
2023
Q1 | $758K | Buy |
+10,569
| New | +$758K | 0.5% | 56 |
|