LA
Legacy Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,844
| Closed | -$283K | – | 410 |
|
|
2025
Q1 | $283K | Buy |
1,844
+134
| +8% | +$20.5K | 0.03% | 338 |
|
|
2024
Q4 | $216K | Buy |
+1,710
| New | +$216K | 0.02% | 376 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$16K | – | 434 |
|
|
2019
Q1 | $16K | Buy |
+200
| New | +$16K | 0.01% | 298 |
|
|
2018
Q3 | – | Sell |
-230
| Closed | -$14K | – | 507 |
|
|
2018
Q2 | $14K | Hold |
230
| – | – | 0.01% | 283 |
|
|
2018
Q1 | $12K | Hold |
230
| – | – | 0.01% | 256 |
|
|
2017
Q4 | $14K | Sell |
230
-131
| -36% | -$7.97K | 0.01% | 223 |
|
|
2017
Q3 | $25K | Buy |
361
+131
| +57% | +$9.07K | 0.03% | 148 |
|
|
2017
Q2 | $17K | Hold |
230
| – | – | 0.02% | 142 |
|
|
2017
Q1 | $16K | Hold |
230
| – | – | 0.02% | 137 |
|
|
2016
Q4 | $15K | Buy |
+230
| New | +$15K | 0.02% | 155 |
|