First Trust Multi Income Allocation Portfolio WELL Holdings History
First Trust Multi Income Allocation Portfolio's Welltower Inc Holding Summary
As of 2025-03-31, FIRST TRUST VARIABLE INSURANCE TRUST held 839.00 shares of Welltower Inc(WELL), totaling $128,540.00. This investment constitutes 0.66% of their stock portfolio, and FIRST TRUST VARIABLE INSURANCE TRUST now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2019Q3. And since then First Trust Multi Income Allocation Portfolio has made 8 purchases of WELL, at an average price of $92.05, for a total of 5,618.00 shares. In addition, there have been 7 sales at an average price of $76.19 for 4,779.00 shares. Based on historical transaction data and WELL's current price of $154.25, First Trust Multi Income Allocation Portfolio's estimated gain on his WELL holdings is $-23,580.57, reflecting a -4.56% gain to date.
First Trust Multi Income Allocation Portfolio WELL ($154.25) Holding Chart
First Trust Multi Income Allocation Portfolio WELL ($154.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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