AP
Advisors Preferred’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
16,586
-5,377
| -24% | -$815K | 0.41% | 61 |
|
|
2025
Q1 | $3.39M | Buy |
+21,963
| New | +$3.39M | 0.45% | 47 |
|
|
2020
Q2 | – | Sell |
-5,005
| Closed | -$229K | – | 184 |
|
|
2020
Q1 | $229K | Buy |
+5,005
| New | +$229K | 0.14% | 69 |
|
|
2019
Q4 | – | Sell |
-234
| Closed | -$21K | – | 344 |
|
|
2019
Q3 | $21K | Buy |
+234
| New | +$21K | 0.01% | 176 |
|