Procyon Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,526
| Closed | -$234K | – | 606 |
|
|
2025
Q1 | $234K | Buy |
+1,526
| New | +$234K | 0.01% | 527 |
|
|
2020
Q3 | – | Sell |
-3
| Closed | – | – | 1047 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1205 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1085 |
|