SDWMA
Schneider Downs Wealth Management Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
1,487
-75
| -5% | -$11.5K | 0.03% | 136 |
|
|
2025
Q1 | $239K | Buy |
+1,562
| New | +$239K | 0.04% | 127 |
|
|
2024
Q4 | – | Sell |
-2,310
| Closed | -$296K | – | 146 |
|
|
2024
Q3 | $296K | Hold |
2,310
| – | – | 0.06% | 112 |
|
|
2024
Q2 | $241K | Hold |
2,310
| – | – | 0.05% | 117 |
|
|
2024
Q1 | $216K | Hold |
2,310
| – | – | 0.05% | 128 |
|
|
2023
Q4 | $208K | Buy |
+2,310
| New | +$208K | 0.05% | 113 |
|
|
2022
Q2 | – | Sell |
-2,235
| Closed | -$215K | – | 157 |
|
|
2022
Q1 | $215K | Buy |
+2,235
| New | +$215K | 0.05% | 139 |
|
|
2019
Q4 | – | Sell |
-2,235
| Closed | -$203K | – | 71 |
|
|
2019
Q3 | $203K | Buy |
+2,235
| New | +$203K | 0.06% | 63 |
|
|
2017
Q3 | – | Sell |
-3,055
| Closed | -$229K | – | 45 |
|
|
2017
Q2 | $229K | Sell |
3,055
-1,045
| -25% | -$78.3K | 0.15% | 37 |
|
|
2017
Q1 | $290K | Buy |
+4,100
| New | +$290K | 0.2% | 34 |
|