KWA
Kingswood Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
3,093
+7
| +0.2% | +$1.08K | 0.04% | 430 |
|
|
2025
Q1 | $473K | Sell |
3,086
-974
| -24% | -$149K | 0.04% | 411 |
|
|
2024
Q4 | $512K | Buy |
+4,060
| New | +$512K | 0.04% | 435 |
|
|
2024
Q3 | – | Sell |
-4,693
| Closed | -$489K | – | 763 |
|
|
2024
Q2 | $489K | Buy |
+4,693
| New | +$489K | 0.04% | 399 |
|
|
2024
Q1 | – | Sell |
-6,095
| Closed | -$550K | – | 704 |
|
|
2023
Q4 | $550K | Sell |
6,095
-699
| -10% | -$63K | 0.06% | 323 |
|
|
2023
Q3 | $557K | Buy |
+6,794
| New | +$557K | 0.1% | 224 |
|