Operose Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-225
| Closed | -$28.8K | – | 643 |
|
|
2024
Q3 | $28.8K | Hold |
225
| – | – | 0.01% | 351 |
|
|
2024
Q2 | $23.5K | Hold |
225
| – | – | 0.01% | 336 |
|
|
2024
Q1 | $21K | Hold |
225
| – | – | 0.01% | 385 |
|
|
2023
Q4 | $20.3K | Sell |
225
-380
| -63% | -$34.3K | 0.01% | 361 |
|
|
2023
Q3 | $49.6K | Buy |
+605
| New | +$49.6K | 0.02% | 315 |
|