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Planning Capital Management Corporation’s Welltower WELL Stock Holding History

Planning Capital Management Corporation’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31
Closed -$3.23K – 916
2024
Q2 		$3.23K Hold
31
– – ﹤0.01% 496
2024
Q1 		$2.9K Hold
31
– – ﹤0.01% 532
2023
Q4 		$2.8K Buy
+31
New +$2.8K ﹤0.01% 537