Tectonic Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,813
| Closed | -$488K | – | 332 |
|
|
2024
Q3 | $488K | Sell |
3,813
-23
| -0.6% | -$2.95K | 0.03% | 242 |
|
|
2024
Q2 | $400K | Buy |
3,836
+280
| +8% | +$29.2K | 0.03% | 255 |
|
|
2024
Q1 | $332K | Buy |
3,556
+329
| +10% | +$30.7K | 0.03% | 266 |
|
|
2023
Q4 | $291K | Sell |
3,227
-43
| -1% | -$3.88K | 0.02% | 266 |
|
|
2023
Q3 | $268K | Buy |
+3,270
| New | +$268K | 0.03% | 252 |
|
|
2021
Q3 | – | Sell |
-3,233
| Closed | -$269K | – | 234 |
|
|
2021
Q2 | $269K | Buy |
+3,233
| New | +$269K | 0.06% | 159 |
|