MS
Maven Securities’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 490 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 505 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 536 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 562 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 540 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 559 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 582 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 599 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 526 |
|
|
2023
Q1 | – | Sell |
-34,810
| Closed | -$2.28M | – | 528 |
|
|
2022
Q4 | $2.28M | Buy |
34,810
+285
| +0.8% | +$18.7K | 0.05% | 58 |
|
|
2022
Q3 | $2.22M | Buy |
34,525
+31,299
| +970% | +$2.01M | 0.04% | 91 |
|
|
2022
Q2 | $266K | Buy |
+3,226
| New | +$266K | 0.01% | 283 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 640 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 726 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 839 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1020 |
|