ARC
Advisor Resource Council’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,787
| Closed | -$235K | – | 585 |
|
|
2025
Q1 | $235K | Buy |
+1,787
| New | +$235K | 0.02% | 521 |
|
|
2024
Q1 | – | Sell |
-2,229
| Closed | -$201K | – | 528 |
|
|
2023
Q4 | $201K | Buy |
+2,229
| New | +$201K | 0.02% | 457 |
|
|
2022
Q3 | – | Sell |
-2,533
| Closed | -$208K | – | 506 |
|
|
2022
Q2 | $208K | Buy |
+2,533
| New | +$208K | 0.02% | 470 |
|
|
2022
Q1 | – | Sell |
-2,548
| Closed | -$218K | – | 557 |
|
|
2021
Q4 | $218K | Buy |
+2,548
| New | +$218K | 0.02% | 535 |
|