Maryland Capital Advisors’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 |
-177
| Closed | -$16K | – | 237 |
|
|
2023
Q4 | $16K | Hold |
177
| – | – | 0.01% | 152 |
|
|
2023
Q3 | $14.5K | Hold |
177
| – | – | 0.01% | 153 |
|
|
2023
Q2 | $14.3K | Hold |
177
| – | – | 0.01% | 163 |
|
|
2023
Q1 | $12.7K | Hold |
177
| – | – | 0.01% | 169 |
|
|
2022
Q4 | $11.6K | Hold |
177
| – | – | 0.01% | 171 |
|
|
2022
Q3 | $11K | Hold |
177
| – | – | 0.01% | 162 |
|
|
2022
Q2 | $15K | Buy |
+177
| New | +$15K | 0.02% | 150 |
|