PSI Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $31.1K | Hold |
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|
2024
Q4 | $25.6K | Hold |
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|
2024
Q3 | $26K | Hold |
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|
2024
Q2 | $21.2K | Hold |
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|
2024
Q1 | $19K | Hold |
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|
2023
Q4 | $18.3K | Sell |
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|
2023
Q3 | $21.5K | Hold |
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|
2023
Q2 | $21.3K | Hold |
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|
2023
Q1 | $18.9K | Hold |
|
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|
2022
Q4 | $17.2K | Sell |
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|
2022
Q3 | $43K | Sell |
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|
2022
Q2 | $107K | Sell |
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|
2022
Q1 | $131K | Sell |
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|
2021
Q4 | $123K | Sell |
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|
2021
Q3 | $123K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $123K | Buy |
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