Strategic Investment Solutions’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51
| Closed | -$7.81K | – | 685 |
|
|
2025
Q1 | $7.81K | Sell |
51
-154
| -75% | -$23.6K | ﹤0.01% | 391 |
|
|
2024
Q4 | $18.4K | Hold |
205
| – | – | 0.01% | 316 |
|
|
2024
Q3 | $26.2K | Hold |
205
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $22.8K | Buy |
+205
| New | +$22.8K | 0.01% | 255 |
|
|
2023
Q4 | $18.4K | Buy |
+205
| New | +$18.4K | ﹤0.01% | 671 |
|
|
2023
Q2 | – | Sell |
-205
| Closed | -$14.7K | – | 981 |
|
|
2023
Q1 | $14.7K | Buy |
+205
| New | +$14.7K | ﹤0.01% | 587 |
|