Independence Bank of Kentucky’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4K | Buy |
341
+8
| +2% | +$1.23K | 0.01% | 399 |
|
|
2025
Q1 | $51K | Hold |
333
| – | – | 0.01% | 392 |
|
|
2024
Q4 | $42K | Hold |
333
| – | – | 0.01% | 411 |
|
|
2024
Q3 | $42.6K | Buy |
+333
| New | +$42.6K | 0.01% | 380 |
|
|
2020
Q4 | – | Sell |
-72
| Closed | -$4K | – | 384 |
|
|
2020
Q3 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 340 |
|