TAM
Tucker Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-106
| Closed | -$11.1K | – | 1696 |
|
|
2024
Q2 | $11.1K | Hold |
106
| – | – | ﹤0.01% | 799 |
|
|
2024
Q1 | $9.91K | Hold |
106
| – | – | ﹤0.01% | 858 |
|
|
2023
Q4 | $9.56K | Hold |
106
| – | – | ﹤0.01% | 699 |
|
|
2023
Q3 | $8.68K | Hold |
106
| – | – | ﹤0.01% | 683 |
|
|
2023
Q2 | $8.57K | Hold |
106
| – | – | ﹤0.01% | 568 |
|
|
2023
Q1 | $7.6K | Hold |
106
| – | – | ﹤0.01% | 610 |
|
|
2022
Q4 | $6.98K | Hold |
106
| – | – | ﹤0.01% | 395 |
|
|
2022
Q3 | $6.47K | Hold |
106
| – | – | ﹤0.01% | 391 |
|
|
2022
Q2 | $8.73K | Hold |
106
| – | – | ﹤0.01% | 265 |
|
|
2022
Q1 | $10.2K | Hold |
106
| – | – | ﹤0.01% | 232 |
|
|
2021
Q4 | $9.11K | Hold |
106
| – | – | ﹤0.01% | 218 |
|
|
2021
Q3 | $8.52K | Hold |
106
| – | – | ﹤0.01% | 195 |
|
|
2021
Q2 | $8.81K | Hold |
106
| – | – | ﹤0.01% | 183 |
|
|
2021
Q1 | $7.59K | Sell |
106
-60
| -36% | -$4.3K | ﹤0.01% | 193 |
|
|
2020
Q4 | $10.7K | Buy |
+166
| New | +$10.7K | 0.01% | 190 |
|