LC
LCNB Corp’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
3,566
-38
| -1% | -$5.84K | 0.19% | 104 |
|
|
2025
Q1 | $552K | Hold |
3,604
| – | – | 0.2% | 105 |
|
|
2024
Q4 | $454K | Hold |
3,604
| – | – | 0.17% | 118 |
|
|
2024
Q3 | $461K | Sell |
3,604
-369
| -9% | -$47.2K | 0.16% | 118 |
|
|
2024
Q2 | $414K | Hold |
3,973
| – | – | 0.15% | 118 |
|
|
2024
Q1 | $371K | Sell |
3,973
-50
| -1% | -$4.67K | 0.13% | 136 |
|
|
2023
Q4 | $363K | Hold |
4,023
| – | – | 0.14% | 128 |
|
|
2023
Q3 | $330K | Sell |
4,023
-912
| -18% | -$74.7K | 0.15% | 128 |
|
|
2023
Q2 | $399K | Buy |
4,935
+125
| +3% | +$10.1K | 0.17% | 121 |
|
|
2023
Q1 | $345K | Sell |
4,810
-10
| -0.2% | -$717 | 0.16% | 126 |
|
|
2022
Q4 | $316K | Sell |
4,820
-40
| -0.8% | -$2.62K | 0.15% | 139 |
|
|
2022
Q3 | $313K | Hold |
4,860
| – | – | 0.17% | 126 |
|
|
2022
Q2 | $400K | Buy |
4,860
+125
| +3% | +$10.3K | 0.21% | 115 |
|
|
2022
Q1 | $455K | Hold |
4,735
| – | – | 0.21% | 108 |
|
|
2021
Q4 | $406K | Buy |
4,735
+175
| +4% | +$15K | 0.19% | 114 |
|
|
2021
Q3 | $376K | Sell |
4,560
-175
| -4% | -$14.4K | 0.19% | 115 |
|
|
2021
Q2 | $393K | Hold |
4,735
| – | – | 0.2% | 116 |
|
|
2021
Q1 | $339K | Hold |
4,735
| – | – | 0.18% | 116 |
|
|
2020
Q4 | $306K | Hold |
4,735
| – | – | 0.17% | 121 |
|
|
2020
Q3 | $261K | Hold |
4,735
| – | – | 0.17% | 117 |
|
|
2020
Q2 | $245K | Buy |
4,735
+213
| +5% | +$11K | 0.17% | 120 |
|
|
2020
Q1 | $207K | Buy |
4,522
+1,753
| +63% | +$80.2K | 0.16% | 121 |
|
|
2019
Q4 | $226K | Buy |
2,769
+82
| +3% | +$6.69K | 0.14% | 138 |
|
|
2019
Q3 | $244K | Buy |
2,687
+183
| +7% | +$16.6K | 0.16% | 129 |
|
|
2019
Q2 | $204K | Buy |
+2,504
| New | +$204K | 0.14% | 137 |
|