Triad Wealth Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
2,099
-33
| -2% | -$5.07K | 0.07% | 205 |
|
|
2025
Q1 | $327K | Sell |
2,132
-50
| -2% | -$7.66K | 0.1% | 148 |
|
|
2024
Q4 | $275K | Buy |
+2,182
| New | +$275K | 0.1% | 148 |
|
|
2024
Q3 | – | Sell |
-1,317
| Closed | -$137K | – | 937 |
|
|
2024
Q2 | $137K | Buy |
+1,317
| New | +$137K | 0.07% | 123 |
|