Schechter Investment Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $702K | Sell |
4,584
-74
| -2% | -$11.3K | 0.06% | 292 |
|
|
2024
Q4 | $587K | Buy |
4,658
+115
| +3% | +$14.5K | 0.05% | 353 |
|
|
2024
Q3 | $582K | Sell |
4,543
-393
| -8% | -$50.3K | 0.04% | 371 |
|
|
2024
Q2 | $515K | Buy |
4,936
+112
| +2% | +$11.7K | 0.04% | 368 |
|
|
2024
Q1 | $451K | Buy |
4,824
+587
| +14% | +$54.8K | 0.03% | 400 |
|
|
2023
Q4 | $382K | Buy |
4,237
+339
| +9% | +$30.6K | 0.03% | 405 |
|
|
2023
Q3 | $319K | Buy |
3,898
+279
| +8% | +$22.9K | 0.03% | 429 |
|
|
2023
Q2 | $293K | Buy |
3,619
+588
| +19% | +$47.6K | 0.03% | 493 |
|
|
2023
Q1 | $217K | Buy |
+3,031
| New | +$217K | 0.02% | 597 |
|
|
2022
Q3 | – | Sell |
-2,545
| Closed | -$209K | – | 991 |
|
|
2022
Q2 | $209K | Buy |
2,545
+132
| +5% | +$10.8K | 0.02% | 832 |
|
|
2022
Q1 | $232K | Buy |
+2,413
| New | +$232K | 0.02% | 789 |
|