MGIA
Moneta Group Investment Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,776
| Closed | -$227K | – | 697 |
|
|
2024
Q3 | $227K | Buy |
+1,776
| New | +$227K | ﹤0.01% | 593 |
|
|
2020
Q1 | – | Sell |
-770
| Closed | -$63K | – | 296 |
|
|
2019
Q4 | $63K | Buy |
770
+428
| +125% | +$35K | 0.01% | 259 |
|
|
2019
Q3 | $31K | Buy |
+342
| New | +$31K | ﹤0.01% | 266 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | – | – | 723 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 554 |
|
|
2015
Q4 | – | Sell |
-175
| Closed | -$12K | – | 419 |
|
|
2015
Q3 | $12K | Buy |
+175
| New | +$12K | ﹤0.01% | 400 |
|