Arbor Capital Management (Alaska)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
10,074
-1,564
| -13% | -$252K | 1.41% | 25 |
|
|
2025
Q1 | $1.8M | Buy |
11,638
+174
| +2% | +$26.8K | 1.74% | 18 |
|
|
2024
Q4 | $1.55M | Sell |
11,464
-1,468
| -11% | -$199K | 1.53% | 25 |
|
|
2024
Q3 | $1.65M | Sell |
12,932
-2,115
| -14% | -$270K | 1.56% | 25 |
|
|
2024
Q2 | $1.56M | Sell |
15,047
-165
| -1% | -$17.2K | 1.43% | 24 |
|
|
2024
Q1 | $1.49M | Buy |
+15,212
| New | +$1.49M | 1.41% | 27 |
|