TrinityPoint Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $278K | Sell |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $515K | Sell |
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|
2021
Q4 | $460K | Buy |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $305K | Hold |
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|
2019
Q3 | $324K | Buy |
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