Y-Intercept (HK)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,705
| Closed | -$1.33M | – | 1803 |
|
|
2023
Q4 | $1.33M | Buy |
+14,705
| New | +$1.33M | 0.12% | 222 |
|
|
2022
Q2 | – | Sell |
-10,834
| Closed | -$1.04M | – | 1223 |
|
|
2022
Q1 | $1.04M | Buy |
+10,834
| New | +$1.04M | 0.24% | 107 |
|
|
2021
Q3 | – | Sell |
-16,266
| Closed | -$1.35M | – | 938 |
|
|
2021
Q2 | $1.35M | Buy |
+16,266
| New | +$1.35M | 0.34% | 50 |
|