Private Ocean’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $94.9K | Sell |
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|
2024
Q1 | $88.6K | Hold |
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|
2023
Q4 | $85.5K | Hold |
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|
2023
Q3 | $77.7K | Hold |
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|
2023
Q2 | $76.7K | Hold |
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|
2023
Q1 | $68K | Buy |
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|
2022
Q4 | $59.7K | Hold |
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|
2022
Q3 | $58K | Hold |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $87K | Hold |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $75K | Hold |
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|
2021
Q2 | $76K | Hold |
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|
2021
Q1 | $65K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Buy |
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