PPWP
Proquility Private Wealth Partners’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.23M | Sell |
14,586
-1,999
| -12% | -$306K | 0.69% | 47 |
|
|
2024
Q4 | $2.09M | Sell |
16,585
-158
| -0.9% | -$19.9K | 0.67% | 46 |
|
|
2024
Q3 | $2.14M | Sell |
16,743
-3,798
| -18% | -$486K | 0.69% | 45 |
|
|
2024
Q2 | $2.14M | Buy |
20,541
+278
| +1% | +$29K | 0.73% | 44 |
|
|
2024
Q1 | $1.89M | Buy |
20,263
+1,072
| +6% | +$100K | 0.65% | 45 |
|
|
2023
Q4 | $1.73M | Buy |
+19,191
| New | +$1.73M | 0.66% | 46 |
|