PSI 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 |
-203
| Closed | -$31.1K | – | 696 |
|
|
2025
Q1 | $31.1K | Hold |
203
| – | – | 0.01% | 311 |
|
|
2024
Q4 | $25.6K | Hold |
203
| – | – | 0.01% | 374 |
|
|
2024
Q3 | $26K | Hold |
203
| – | – | 0.01% | 377 |
|
|
2024
Q2 | $21.2K | Hold |
203
| – | – | 0.01% | 395 |
|
|
2024
Q1 | $19K | Hold |
203
| – | – | 0.01% | 403 |
|
|
2023
Q4 | $18.3K | Sell |
203
-60
| -23% | -$5.41K | 0.01% | 430 |
|
|
2023
Q3 | $21.5K | Hold |
263
| – | – | 0.01% | 372 |
|
|
2023
Q2 | $21.3K | Hold |
263
| – | – | 0.01% | 381 |
|
|
2023
Q1 | $18.9K | Hold |
263
| – | – | 0.01% | 343 |
|
|
2022
Q4 | $17.2K | Sell |
263
-413
| -61% | -$27.1K | 0.01% | 346 |
|
|
2022
Q3 | $43K | Sell |
676
-620
| -48% | -$39.4K | 0.02% | 248 |
|
|
2022
Q2 | $107K | Sell |
1,296
-70
| -5% | -$5.78K | 0.05% | 171 |
|
|
2022
Q1 | $131K | Sell |
1,366
-65
| -5% | -$6.23K | 0.05% | 171 |
|
|
2021
Q4 | $123K | Sell |
1,431
-61
| -4% | -$5.24K | 0.05% | 181 |
|
|
2021
Q3 | $123K | Buy |
+1,492
| New | +$123K | 0.06% | 182 |
|
|
2020
Q1 | – | Sell |
-1,515
| Closed | -$123K | – | 607 |
|
|
2019
Q4 | $123K | Buy |
+1,515
| New | +$123K | 0.08% | 174 |
|