Kapitalo Investimentos’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,077
| Closed | -$388K | – | 322 |
|
|
2024
Q4 | $388K | Buy |
+3,077
| New | +$388K | 0.26% | 32 |
|
|
2024
Q2 | – | Sell |
-3,439
| Closed | -$321K | – | 311 |
|
|
2024
Q1 | $321K | Sell |
3,439
-566
| -14% | -$52.9K | 0.07% | 157 |
|
|
2023
Q4 | $361K | Buy |
+4,005
| New | +$361K | 0.07% | 152 |
|
|
2023
Q3 | – | Sell |
-1,567
| Closed | -$128K | – | 694 |
|
|
2023
Q2 | $128K | Buy |
+1,567
| New | +$128K | 0.02% | 316 |
|