Arlington Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Buy |
135
+4
| +3% | +$615 | ﹤0.01% | 444 |
|
|
2025
Q1 | $20.1K | Hold |
131
| – | – | ﹤0.01% | 463 |
|
|
2024
Q4 | $16.5K | Hold |
131
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $16.8K | Hold |
131
| – | – | ﹤0.01% | 416 |
|
|
2024
Q2 | $13.7K | Hold |
131
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $12.2K | Sell |
131
-43
| -25% | -$4.02K | ﹤0.01% | 371 |
|
|
2023
Q4 | $15.7K | Buy |
+174
| New | +$15.7K | ﹤0.01% | 371 |
|