SMA
Sage Mountain Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
4,493
+56
| +1% | +$8.61K | 0.04% | 191 |
|
|
2025
Q1 | $680K | Buy |
4,437
+551
| +14% | +$84.4K | 0.05% | 171 |
|
|
2024
Q4 | $490K | Buy |
3,886
+122
| +3% | +$15.4K | 0.04% | 214 |
|
|
2024
Q3 | $482K | Sell |
3,764
-109
| -3% | -$14K | 0.04% | 205 |
|
|
2024
Q2 | $404K | Buy |
3,873
+1,206
| +45% | +$126K | 0.04% | 204 |
|
|
2024
Q1 | $249K | Buy |
2,667
+125
| +5% | +$11.7K | 0.03% | 279 |
|
|
2023
Q4 | $229K | Buy |
2,542
+45
| +2% | +$4.06K | 0.03% | 241 |
|
|
2023
Q3 | $205K | Sell |
2,497
-161
| -6% | -$13.2K | 0.03% | 249 |
|
|
2023
Q2 | $215K | Buy |
+2,658
| New | +$215K | 0.03% | 238 |
|