Karpus Investment Management’s Integrated Wellness Acquisition Corp WEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-65,225
| Closed | -$783K | – | 223 |
|
|
2024
Q4 | $783K | Hold |
65,225
| – | – | 0.02% | 185 |
|
|
2024
Q3 | $769K | Hold |
65,225
| – | – | 0.02% | 191 |
|
|
2024
Q2 | $755K | Hold |
65,225
| – | – | 0.02% | 197 |
|
|
2024
Q1 | $741K | Hold |
65,225
| – | – | 0.02% | 204 |
|
|
2023
Q4 | $732K | Sell |
65,225
-21,500
| -25% | -$241K | 0.02% | 208 |
|
|
2023
Q3 | $951K | Sell |
86,725
-15,600
| -15% | -$171K | 0.03% | 213 |
|
|
2023
Q2 | $1.1M | Sell |
102,325
-21,200
| -17% | -$227K | 0.03% | 225 |
|
|
2023
Q1 | $1.3M | Hold |
123,525
| – | – | 0.04% | 241 |
|
|
2022
Q4 | $1.27M | Sell |
123,525
-298,409
| -71% | -$3.08M | 0.04% | 266 |
|
|
2022
Q3 | $4.27M | Sell |
421,934
-26,286
| -6% | -$266K | 0.15% | 154 |
|
|
2022
Q2 | $4.47M | Hold |
448,220
| – | – | 0.15% | 149 |
|
|
2022
Q1 | $4.47M | Buy |
+448,220
| New | +$4.47M | 0.14% | 155 |
|