AlphaQuest’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
8,711
+2,810
| +48% | +$432K | 0.13% | 200 |
|
|
2025
Q1 | $904K | Buy |
+5,901
| New | +$904K | 0.1% | 310 |
|
|
2024
Q4 | – | Sell |
-2
| Closed | -$256 | – | 2043 |
|
|
2024
Q3 | $256 | Sell |
2
-2,909
| -100% | -$372K | ﹤0.01% | 1795 |
|
|
2024
Q2 | $303K | Sell |
2,911
-4,112
| -59% | -$429K | 0.04% | 631 |
|
|
2024
Q1 | $656K | Buy |
+7,023
| New | +$656K | 0.11% | 301 |
|