MFT
Moisand Fitzgerald Tamayo’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38K | Hold |
22
| – | – | ﹤0.01% | 453 |
|
|
2025
Q1 | $3.37K | Hold |
22
| – | – | ﹤0.01% | 445 |
|
|
2024
Q4 | $2.77K | Hold |
22
| – | – | ﹤0.01% | 482 |
|
|
2024
Q3 | $2.82K | Hold |
22
| – | – | ﹤0.01% | 494 |
|
|
2024
Q2 | $2.29K | Hold |
22
| – | – | ﹤0.01% | 485 |
|
|
2024
Q1 | $2.06K | Hold |
22
| – | – | ﹤0.01% | 487 |
|
|
2023
Q4 | $1.98K | Sell |
22
-15
| -41% | -$1.35K | ﹤0.01% | 538 |
|
|
2023
Q3 | $3.03K | Hold |
37
| – | – | ﹤0.01% | 493 |
|
|
2023
Q2 | $2.99K | Hold |
37
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $2.65K | Hold |
37
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $2.43K | Buy |
37
+15
| +68% | +$983 | ﹤0.01% | 520 |
|
|
2022
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 666 |
|