Southland Equity Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Sell |
3,911
-364
| -9% | -$56K | 0.13% | 110 |
|
|
2025
Q1 | $655K | Sell |
4,275
-93
| -2% | -$14.2K | 0.15% | 102 |
|
|
2024
Q4 | $550K | Buy |
4,368
+692
| +19% | +$87.2K | 0.13% | 114 |
|
|
2024
Q3 | $471K | Sell |
3,676
-46
| -1% | -$5.89K | 0.11% | 122 |
|
|
2024
Q2 | $388K | Sell |
3,722
-890
| -19% | -$92.8K | 0.11% | 120 |
|
|
2024
Q1 | $431K | Buy |
4,612
+230
| +5% | +$21.5K | 0.12% | 121 |
|
|
2023
Q4 | $395K | Sell |
4,382
-73
| -2% | -$6.58K | 0.12% | 113 |
|
|
2023
Q3 | $365K | Buy |
4,455
+31
| +0.7% | +$2.54K | 0.13% | 112 |
|
|
2023
Q2 | $358K | Buy |
4,424
+588
| +15% | +$47.6K | 0.12% | 111 |
|
|
2023
Q1 | $275K | Buy |
3,836
+20
| +0.5% | +$1.43K | 0.11% | 143 |
|
|
2022
Q4 | $250K | Buy |
3,816
+59
| +2% | +$3.87K | 0.1% | 147 |
|
|
2022
Q3 | $242K | Sell |
3,757
-75
| -2% | -$4.83K | 0.12% | 130 |
|
|
2022
Q2 | $316K | Hold |
3,832
| – | – | 0.14% | 109 |
|
|
2022
Q1 | $368K | Buy |
3,832
+50
| +1% | +$4.81K | 0.15% | 99 |
|
|
2021
Q4 | $324K | Sell |
3,782
-185
| -5% | -$15.9K | 0.13% | 115 |
|
|
2021
Q3 | $327K | Buy |
3,967
+125
| +3% | +$10.3K | 0.15% | 106 |
|
|
2021
Q2 | $319K | Buy |
3,842
+100
| +3% | +$8.31K | 0.15% | 104 |
|
|
2021
Q1 | $268K | Sell |
3,742
-3
| -0.1% | -$215 | 0.15% | 115 |
|
|
2020
Q4 | $242K | Buy |
+3,745
| New | +$242K | 0.16% | 104 |
|