PA
PFG Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,885
| Closed | -$1.28M | – | 693 |
|
|
2023
Q2 | $1.28M | Sell |
15,885
-836
| -5% | -$67.6K | 0.1% | 241 |
|
|
2023
Q1 | $1.2M | Sell |
16,721
-1,618
| -9% | -$116K | 0.1% | 244 |
|
|
2022
Q4 | $1.2M | Sell |
18,339
-2,194
| -11% | -$144K | 0.12% | 221 |
|
|
2022
Q3 | $1.32M | Sell |
20,533
-2,138
| -9% | -$138K | 0.15% | 179 |
|
|
2022
Q2 | $1.87M | Buy |
22,671
+366
| +2% | +$30.1K | 0.21% | 110 |
|
|
2022
Q1 | $2.14M | Buy |
22,305
+227
| +1% | +$21.8K | 0.21% | 107 |
|
|
2021
Q4 | $1.89M | Sell |
22,078
-311
| -1% | -$26.7K | 0.19% | 155 |
|
|
2021
Q3 | $1.85M | Sell |
22,389
-655
| -3% | -$54K | 0.2% | 154 |
|
|
2021
Q2 | $1.92M | Sell |
23,044
-75
| -0.3% | -$6.23K | 0.22% | 138 |
|
|
2021
Q1 | $1.66M | Buy |
+23,119
| New | +$1.66M | 0.21% | 141 |
|