Money Concepts Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,306
| Closed | -$544K | – | 2897 |
|
|
2022
Q4 | $544K | Buy |
8,306
+7,258
| +693% | +$476K | 0.02% | 411 |
|
|
2022
Q3 | $67K | Sell |
1,048
-93
| -8% | -$5.95K | ﹤0.01% | 657 |
|
|
2022
Q2 | $95K | Sell |
1,141
-6,039
| -84% | -$503K | 0.01% | 575 |
|
|
2022
Q1 | $690K | Buy |
+7,180
| New | +$690K | 0.04% | 364 |
|