WAG
Wiser Advisor Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-656
| Closed | -$100K | – | 260 |
|
|
2025
Q1 | $100K | Buy |
656
+3
| +0.5% | +$459 | 0.15% | 67 |
|
|
2024
Q4 | $82.3K | Buy |
653
+9
| +1% | +$1.13K | 0.12% | 77 |
|
|
2024
Q3 | $82.4K | Buy |
644
+3
| +0.5% | +$384 | 0.12% | 75 |
|
|
2024
Q2 | $66.7K | Buy |
641
+6
| +0.9% | +$625 | 0.1% | 77 |
|
|
2024
Q1 | $59.4K | Buy |
635
+3
| +0.5% | +$281 | 0.09% | 81 |
|
|
2023
Q4 | $57K | Buy |
+632
| New | +$57K | 0.09% | 85 |
|