Insigneo Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,423
| Closed | -$320K | – | 645 |
|
|
2024
Q1 | $320K | Buy |
3,423
+14
| +0.4% | +$1.31K | 0.04% | 365 |
|
|
2023
Q4 | $307K | Buy |
3,409
+468
| +16% | +$42.2K | 0.04% | 325 |
|
|
2023
Q3 | $241K | Buy |
+2,941
| New | +$241K | 0.05% | 329 |
|
|
2023
Q2 | – | Sell |
-2,969
| Closed | -$211K | – | 358 |
|
|
2023
Q1 | $211K | Buy |
+2,969
| New | +$211K | 0.07% | 257 |
|