Prairie Sky Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Hold |
3,332
| – | – | 0.28% | 36 |
|
|
2025
Q1 | $510K | Hold |
3,332
| – | – | 0.3% | 39 |
|
|
2024
Q4 | $420K | Hold |
3,332
| – | – | 0.26% | 44 |
|
|
2024
Q3 | $427K | Hold |
3,332
| – | – | 0.24% | 43 |
|
|
2024
Q2 | $347K | Hold |
3,332
| – | – | 0.22% | 53 |
|
|
2024
Q1 | $311K | Hold |
3,332
| – | – | 0.19% | 56 |
|
|
2023
Q4 | $300K | Hold |
3,332
| – | – | 0.2% | 58 |
|
|
2023
Q3 | $273K | Hold |
3,332
| – | – | 0.19% | 60 |
|
|
2023
Q2 | $270K | Buy |
+3,332
| New | +$270K | 0.18% | 63 |
|