Johnson Financial Group Inc (Wisconsin)’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 |
-6
| Closed | -$561 | – | 968 |
|
|
2024
Q1 | $561 | Hold |
6
| – | – | ﹤0.01% | 714 |
|
|
2023
Q4 | $542 | Buy |
+6
| New | +$542 | ﹤0.01% | 828 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$1.77K | – | 720 |
|
|
2022
Q4 | $1.77K | Hold |
27
| – | – | ﹤0.01% | 580 |
|
|
2022
Q3 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 595 |
|
|
2015
Q3 | – | Sell |
-22
| Closed | -$1K | – | 861 |
|
|
2015
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 874 |
|
|
2015
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 795 |
|
|
2014
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 759 |
|
|
2014
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 749 |
|