Zullo Investment Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-290
| Closed | -$19K | – | 717 |
|
|
2022
Q4 | $19K | Buy |
290
+10
| +4% | +$656 | 0.01% | 403 |
|
|
2022
Q3 | $18K | Hold |
280
| – | – | 0.01% | 406 |
|
|
2022
Q2 | $23K | Sell |
280
-23
| -8% | -$1.89K | 0.01% | 383 |
|
|
2022
Q1 | $29K | Sell |
303
-45
| -13% | -$4.31K | 0.02% | 374 |
|
|
2021
Q4 | $30K | Buy |
+348
| New | +$30K | 0.02% | 367 |
|