Value Equity Index Fund WELL Holdings History
Value Equity Index Fund's Welltower Inc Holding Summary
As of 2025-03-31, Value Equity Index Fund held 5,470.00 shares of Welltower Inc(WELL), totaling $838,060.00. This investment constitutes 0.43% of their stock portfolio, and Value Equity Index Fund now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2022Q3. And since then Value Equity Index Fund has made 5 purchases of WELL, at an average price of $90.60, for a total of 6,142.00 shares. In addition, there have been 2 sales at an average price of $110.09 for 672.00 shares. Based on historical transaction data and WELL's current price of $152.25, Value Equity Index Fund's estimated gain on his WELL holdings is $350,347.69, reflecting a 62.96% gain to date.
Value Equity Index Fund WELL ($152.25) Holding Chart
Value Equity Index Fund WELL ($152.25) 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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