TCPG
Trivant Custom Portfolio Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$30.6K | – | 213 |
|
|
2025
Q1 | $30.6K | Hold |
200
| – | – | 0.02% | 111 |
|
|
2024
Q4 | $25.2K | Hold |
200
| – | – | 0.01% | 107 |
|
|
2024
Q3 | $25.6K | Hold |
200
| – | – | 0.01% | 108 |
|
|
2024
Q2 | $20.9K | Hold |
200
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $18.7K | Hold |
200
| – | – | 0.01% | 134 |
|
|
2023
Q4 | $18K | Hold |
200
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $16.4K | Hold |
200
| – | – | 0.01% | 142 |
|
|
2023
Q2 | $16.2K | Hold |
200
| – | – | 0.01% | 154 |
|
|
2023
Q1 | $14.3K | Buy |
+200
| New | +$14.3K | 0.01% | 168 |
|