Janiczek Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.5K | Hold |
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|
2024
Q1 | $15.7K | Hold |
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|
2023
Q4 | $15.1K | Buy |
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|
2023
Q3 | $13.6K | Hold |
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|
2023
Q2 | $13.4K | Hold |
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|
2023
Q1 | $12.3K | Sell |
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|
2022
Q4 | $12.3K | Buy |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Buy |
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