Opal Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.5K | Buy |
387
+2
| +0.5% | +$307 | 0.02% | 348 |
|
|
2025
Q1 | $59.1K | Buy |
+385
| New | +$59.1K | 0.02% | 340 |
|
|
2024
Q3 | – | Sell |
-441
| Closed | -$46K | – | 1167 |
|
|
2024
Q2 | $46K | Sell |
441
-20
| -4% | -$2.09K | 0.01% | 364 |
|
|
2024
Q1 | $43K | Buy |
+461
| New | +$43K | 0.01% | 212 |
|