Private Ocean’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $94.9K | Sell |
910
-38
| -4% | -$3.96K | 0.01% | 212 |
|
|
2024
Q1 | $88.6K | Hold |
948
| – | – | 0.01% | 199 |
|
|
2023
Q4 | $85.5K | Hold |
948
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $77.7K | Hold |
948
| – | – | 0.01% | 195 |
|
|
2023
Q2 | $76.7K | Hold |
948
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $68K | Buy |
948
+38
| +4% | +$2.72K | 0.01% | 200 |
|
|
2022
Q4 | $59.7K | Hold |
910
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $58K | Hold |
910
| – | – | 0.01% | 200 |
|
|
2022
Q2 | $74K | Hold |
910
| – | – | 0.01% | 179 |
|
|
2022
Q1 | $87K | Hold |
910
| – | – | 0.01% | 184 |
|
|
2021
Q4 | $78K | Hold |
910
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $75K | Hold |
910
| – | – | 0.01% | 206 |
|
|
2021
Q2 | $76K | Hold |
910
| – | – | 0.01% | 196 |
|
|
2021
Q1 | $65K | Buy |
+910
| New | +$65K | 0.01% | 213 |
|
|
2018
Q1 | – | Sell |
-29
| Closed | -$2K | – | 528 |
|
|
2017
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 376 |
|