Westchester Capital Management (New York)’s Integrated Wellness Acquisition Corp WEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-423,090
| Closed | -$4.99M | – | 204 |
|
|
2024
Q3 | $4.99M | Hold |
423,090
| – | – | 0.21% | 54 |
|
|
2024
Q2 | $4.9M | Hold |
423,090
| – | – | 0.18% | 68 |
|
|
2024
Q1 | $4.79M | Hold |
423,090
| – | – | 0.18% | 75 |
|
|
2023
Q4 | $4.75M | Sell |
423,090
-28,901
| -6% | -$324K | 0.17% | 77 |
|
|
2023
Q3 | $4.95M | Hold |
451,991
| – | – | 0.14% | 94 |
|
|
2023
Q2 | $4.84M | Hold |
451,991
| – | – | 0.15% | 128 |
|
|
2023
Q1 | $4.77M | Buy |
+451,991
| New | +$4.77M | 0.14% | 171 |
|