Y.D. More Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39K | Sell |
42
-82
| -66% | -$12.5K | ﹤0.01% | 390 |
|
|
2025
Q1 | $18.8K | Buy |
124
+12
| +11% | +$1.82K | ﹤0.01% | 361 |
|
|
2024
Q4 | $14.1K | Buy |
112
+25
| +29% | +$3.15K | ﹤0.01% | 357 |
|
|
2024
Q3 | $9.22K | Buy |
87
+9
| +12% | +$954 | ﹤0.01% | 363 |
|
|
2024
Q2 | $8.13K | Buy |
+78
| New | +$8.13K | ﹤0.01% | 375 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$1.05K | – | 373 |
|
|
2023
Q2 | $1.05K | Hold |
13
| – | – | ﹤0.01% | 320 |
|
|
2023
Q1 | $932 | Sell |
13
-3
| -19% | -$215 | ﹤0.01% | 342 |
|
|
2022
Q4 | $1.05K | Buy |
+16
| New | +$1.05K | ﹤0.01% | 396 |
|