Lee Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35
| Closed | -$3.16K | – | 819 |
|
|
2023
Q4 | $3.16K | Hold |
35
| – | – | ﹤0.01% | 639 |
|
|
2023
Q3 | $2.87K | Hold |
35
| – | – | ﹤0.01% | 608 |
|
|
2023
Q2 | $2.83K | Buy |
+35
| New | +$2.83K | ﹤0.01% | 592 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$262 | – | 965 |
|
|
2022
Q4 | $262 | Sell |
4
-43
| -91% | -$2.82K | ﹤0.01% | 864 |
|
|
2022
Q3 | $3K | Buy |
47
+4
| +9% | +$255 | ﹤0.01% | 640 |
|
|
2022
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 605 |
|
|
2022
Q1 | $4K | Sell |
43
-93
| -68% | -$8.65K | ﹤0.01% | 549 |
|
|
2021
Q4 | $12K | Buy |
136
+93
| +216% | +$8.21K | ﹤0.01% | 471 |
|
|
2021
Q3 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 530 |
|
|
2018
Q3 | – | Sell |
-83
| Closed | -$5K | – | 736 |
|
|
2018
Q2 | $5K | Hold |
83
| – | – | ﹤0.01% | 622 |
|
|
2018
Q1 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 627 |
|