Southland Equity Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $698K | Buy |
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|
2025
Q2 | $601K | Sell |
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|
2025
Q1 | $655K | Sell |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $471K | Sell |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $431K | Buy |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $324K | Sell |
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|
2021
Q3 | $327K | Buy |
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|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $242K | Buy |
|