S&P 500 Index Fund WELL Holdings History
S&P 500 Index Fund's Welltower Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 3,278.00 shares of Welltower Inc(WELL), totaling $503,210.00. This investment constitutes 0.18% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2021Q2. And since then S&P 500 Index Fund has made 1 purchases of WELL, at an average price of $82.87, for a total of 3,278.00 shares. Based on historical transaction data and WELL's current price of $161.57, S&P 500 Index Fund's estimated gain on his WELL holdings is $257,958.95, reflecting a 94.96% gain to date.
S&P 500 Index Fund WELL ($161.57) Holding Chart
S&P 500 Index Fund WELL ($161.57) 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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