Tradewinds LLC’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 |
-8,575
| Closed | -$1.31M | – | 263 |
|
|
2025
Q1 | $1.31M | Sell |
8,575
-99
| -1% | -$15.2K | 0.37% | 57 |
|
|
2024
Q4 | $1.23M | Sell |
8,674
-15
| -0.2% | -$2.14K | 0.34% | 56 |
|
|
2024
Q3 | $1.11M | Sell |
8,689
-249
| -3% | -$31.9K | 0.34% | 59 |
|
|
2024
Q2 | $932K | Buy |
+8,938
| New | +$932K | 0.29% | 68 |
|