RFP Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9
| Closed | -$984 | – | 798 |
|
|
2024
Q2 | $984 | Hold |
9
| – | – | ﹤0.01% | 808 |
|
|
2024
Q1 | $882 | Hold |
9
| – | – | ﹤0.01% | 781 |
|
|
2023
Q4 | $851 | Hold |
9
| – | – | ﹤0.01% | 796 |
|
|
2023
Q3 | $773 | Hold |
9
| – | – | ﹤0.01% | 815 |
|
|
2023
Q2 | $764 | Hold |
9
| – | – | ﹤0.01% | 857 |
|
|
2023
Q1 | $677 | Hold |
9
| – | – | ﹤0.01% | 680 |
|
|
2022
Q4 | $619 | Buy |
+9
| New | +$619 | ﹤0.01% | 845 |
|