Parkside Financial Bank & Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Buy |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $242K | Buy |
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|
2024
Q4 | $181K | Buy |
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|
2024
Q3 | $178K | Buy |
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|
2024
Q2 | $143K | Buy |
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|
2024
Q1 | $126K | Sell |
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|
2023
Q4 | $159K | Buy |
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|
2023
Q3 | $141K | Buy |
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|
2023
Q2 | $133K | Buy |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $103K | Buy |
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|
2022
Q3 | $52K | Sell |
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|
2022
Q2 | $68K | Buy |
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|
2022
Q1 | $75K | Sell |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $300K | Sell |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $293K | Buy |
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|
2019
Q4 | $509K | Sell |
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|
2019
Q3 | $565K | Sell |
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|
2019
Q2 | $554K | Sell |
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|
2019
Q1 | $548K | Buy |
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|
2018
Q4 | $483K | Sell |
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|
2018
Q3 | $460K | Sell |
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|
2018
Q2 | $459K | Buy |
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|
2018
Q1 | $356K | Buy |
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|
2017
Q4 | $395K | Buy |
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|
2017
Q3 | $427K | Sell |
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|
2017
Q2 | $470K | Buy |
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|
2017
Q1 | $433K | Sell |
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|
2016
Q4 | $442K | Buy |
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|
2016
Q3 | $364K | Buy |
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|
2016
Q2 | $359K | Buy |
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|
2016
Q1 | $304K | Buy |
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|
2015
Q4 | $283K | Buy |
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|
2015
Q3 | $245K | Sell |
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|
2015
Q2 | $275K | Sell |
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|
2015
Q1 | $328K | Sell |
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|
2014
Q4 | $325K | Sell |
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|
2014
Q3 | $274K | Buy |
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|
2014
Q2 | $267K | Buy |
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|
2014
Q1 | $238K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $200K | Buy |
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|
2013
Q2 | $214K | Buy |
|