SpiderRock Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $587K | Buy |
4,584
+257
| +6% | +$32.9K | 0.01% | 437 |
|
|
2024
Q2 | $451K | Sell |
4,327
-55
| -1% | -$5.73K | 0.01% | 435 |
|
|
2024
Q1 | $404K | Buy |
+4,382
| New | +$404K | 0.01% | 440 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 158 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 148 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 148 |
|
|
2017
Q4 | – | Hold |
0
| – | -$66K | – | 309 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 97 |
|
|
2017
Q2 | – | Hold |
0
| – | -$65K | – | 632 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 221 |
|