Sit Investment Associates’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Sell |
885
-105
| -11% | -$16.1K | ﹤0.01% | 463 |
|
|
2025
Q1 | $152K | Hold |
990
| – | – | ﹤0.01% | 466 |
|
|
2024
Q4 | $125K | Sell |
990
-210
| -18% | -$26.5K | ﹤0.01% | 475 |
|
|
2024
Q3 | $154K | Sell |
1,200
-845
| -41% | -$108K | ﹤0.01% | 480 |
|
|
2024
Q2 | $213K | Sell |
2,045
-150
| -7% | -$15.6K | ﹤0.01% | 455 |
|
|
2024
Q1 | $205K | Buy |
+2,195
| New | +$205K | ﹤0.01% | 460 |
|
|
2017
Q4 | – | Sell |
-49
| Closed | -$3K | – | 661 |
|
|
2017
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 620 |
|
|
2017
Q2 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 587 |
|