Tilia Fiduciary Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-387
| Closed | -$31.3K | – | 503 |
|
|
2023
Q2 | $31.3K | Sell |
387
-100
| -21% | -$8.1K | 0.03% | 262 |
|
|
2023
Q1 | $34.9K | Buy |
487
+1
| +0.2% | +$72 | 0.03% | 248 |
|
|
2022
Q4 | $31.9K | Sell |
486
-10
| -2% | -$656 | 0.03% | 244 |
|
|
2022
Q3 | $29K | Buy |
496
+1
| +0.2% | +$58 | 0.03% | 250 |
|
|
2022
Q2 | $41K | Hold |
495
| – | – | 0.04% | 224 |
|
|
2022
Q1 | $48K | Sell |
495
-96
| -16% | -$9.31K | 0.04% | 227 |
|
|
2021
Q4 | $51K | Buy |
+591
| New | +$51K | 0.04% | 224 |
|