RPWA
Regent Peak Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $241K | Sell |
1,570
-24
| -2% | -$3.68K | 0.06% | 144 |
|
|
2024
Q4 | $201K | Buy |
1,594
+4
| +0.3% | +$504 | 0.05% | 171 |
|
|
2024
Q3 | $204K | Buy |
+1,590
| New | +$204K | 0.05% | 170 |
|
|
2021
Q1 | – | Sell |
-146
| Closed | -$9K | – | 994 |
|
|
2020
Q4 | $9K | Buy |
+146
| New | +$9K | ﹤0.01% | 575 |
|