PS
Planned Solutions’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
2,307
| – | – | 0.13% | 76 |
|
|
2025
Q1 | $353K | Hold |
2,307
| – | – | 0.14% | 71 |
|
|
2024
Q4 | $291K | Hold |
2,307
| – | – | 0.12% | 80 |
|
|
2024
Q3 | $295K | Hold |
2,307
| – | – | 0.12% | 73 |
|
|
2024
Q2 | $241K | Hold |
2,307
| – | – | 0.12% | 79 |
|
|
2024
Q1 | $216K | Hold |
2,307
| – | – | 0.11% | 91 |
|
|
2023
Q4 | $208K | Buy |
+2,307
| New | +$208K | 0.1% | 80 |
|
|
2022
Q2 | – | Sell |
-2,307
| Closed | -$222K | – | 70 |
|
|
2022
Q1 | $222K | Buy |
+2,307
| New | +$222K | 0.15% | 67 |
|
|
2021
Q1 | – | Sell |
-2,307
| Closed | -$149K | – | 412 |
|
|
2020
Q4 | $149K | Hold |
2,307
| – | – | 0.12% | 70 |
|
|
2020
Q3 | $127K | Buy |
+2,307
| New | +$127K | 0.12% | 71 |
|