Smartleaf Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Sell |
5,071
-735
| -13% | -$112K | 0.07% | 295 |
|
|
2025
Q1 | $891K | Sell |
5,806
-37
| -0.6% | -$5.68K | 0.09% | 256 |
|
|
2024
Q4 | $730K | Buy |
5,843
+897
| +18% | +$112K | 0.07% | 269 |
|
|
2024
Q3 | $629K | Buy |
4,946
+1,369
| +38% | +$174K | 0.08% | 264 |
|
|
2024
Q2 | $370K | Buy |
3,577
+675
| +23% | +$69.8K | 0.06% | 288 |
|
|
2024
Q1 | $269K | Buy |
2,902
+707
| +32% | +$65.6K | 0.05% | 304 |
|
|
2023
Q4 | $200K | Buy |
+2,195
| New | +$200K | 0.05% | 314 |
|