KB Financial Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40
| Closed | -$3K | – | 614 |
|
|
2023
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 499 |
|
|
2023
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 484 |
|
|
2022
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 485 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 481 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 480 |
|
|
2022
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 492 |
|
|
2021
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 560 |
|
|
2021
Q3 | – | Sell |
-40
| Closed | -$3K | – | 561 |
|
|
2021
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 531 |
|
|
2021
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 544 |
|