LFA
Legacy Financial Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,967
| Closed | -$455K | – | 415 |
|
|
2025
Q1 | $455K | Buy |
2,967
+180
| +6% | +$27.6K | 0.08% | 211 |
|
|
2024
Q4 | $351K | Buy |
2,787
+18
| +0.7% | +$2.27K | 0.06% | 250 |
|
|
2024
Q3 | $354K | Buy |
2,769
+184
| +7% | +$23.6K | 0.06% | 249 |
|
|
2024
Q2 | $269K | Buy |
2,585
+274
| +12% | +$28.6K | 0.05% | 273 |
|
|
2024
Q1 | $216K | Buy |
+2,311
| New | +$216K | 0.04% | 300 |
|
|
2019
Q2 | – | Sell |
-158
| Closed | -$12K | – | 898 |
|
|
2019
Q1 | $12K | Buy |
158
+58
| +58% | +$4.41K | ﹤0.01% | 584 |
|
|
2018
Q4 | $7K | Buy |
100
+71
| +245% | +$4.97K | ﹤0.01% | 664 |
|
|
2018
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 866 |
|
|
2018
Q2 | $2K | Buy |
29
+4
| +16% | +$276 | ﹤0.01% | 842 |
|
|
2018
Q1 | $1K | Sell |
25
-189
| -88% | -$7.56K | ﹤0.01% | 795 |
|
|
2017
Q4 | $13K | Buy |
+214
| New | +$13K | 0.01% | 434 |
|