LifePlan Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,483
| Closed | -$446K | – | 92 |
|
|
2024
Q3 | $446K | Sell |
3,483
-357
| -9% | -$45.7K | 0.38% | 68 |
|
|
2024
Q2 | $400K | Sell |
3,840
-282
| -7% | -$29.4K | 0.37% | 70 |
|
|
2024
Q1 | $385K | Sell |
4,122
-180
| -4% | -$16.8K | 0.35% | 75 |
|
|
2023
Q4 | $388K | Buy |
+4,302
| New | +$388K | 0.39% | 71 |
|