MidAtlantic Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-500
| Closed | -$63K | – | 239 |
|
|
2024
Q4 | $63K | Hold |
500
| – | – | 0.05% | 127 |
|
|
2024
Q3 | $64K | Hold |
500
| – | – | 0.05% | 120 |
|
|
2024
Q2 | $52.1K | Hold |
500
| – | – | 0.04% | 123 |
|
|
2024
Q1 | $46.7K | Hold |
500
| – | – | 0.04% | 133 |
|
|
2023
Q4 | $45.1K | Buy |
+500
| New | +$45.1K | 0.04% | 128 |
|