International Assets Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-173,888
| Closed | -$1.36K | – | 1957 |
|
|
2024
Q3 | $1.36K | Buy |
173,888
+173,073
| +21,236% | +$1.35K | ﹤0.01% | 1020 |
|
|
2024
Q2 | $85K | Buy |
+815
| New | +$85K | 0.01% | 997 |
|
|
2023
Q2 | – | Sell |
-976
| Closed | -$70K | – | 1134 |
|
|
2023
Q1 | $70K | Buy |
+976
| New | +$70K | 0.01% | 637 |
|
|
2021
Q2 | – | Sell |
-3,563
| Closed | -$239K | – | 1897 |
|
|
2021
Q1 | $239K | Buy |
3,563
+1,333
| +60% | +$89.4K | 0.02% | 486 |
|
|
2020
Q4 | $144K | Buy |
+2,230
| New | +$144K | 0.03% | 478 |
|