SWS
SYSTM Wealth Solutions’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,451
| Closed | -$151K | – | 632 |
|
|
2024
Q2 | $151K | Sell |
1,451
-495
| -25% | -$51.6K | 0.03% | 212 |
|
|
2024
Q1 | $182K | Sell |
1,946
-163
| -8% | -$15.2K | 0.02% | 410 |
|
|
2023
Q4 | $190K | Sell |
2,109
-350
| -14% | -$31.6K | 0.03% | 385 |
|
|
2023
Q3 | $201K | Buy |
+2,459
| New | +$201K | 0.03% | 440 |
|