Avestar Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
2,694
-209
| -7% | -$32.1K | 0.03% | 304 |
|
|
2025
Q1 | $445K | Sell |
2,903
-295
| -9% | -$45.2K | 0.04% | 261 |
|
|
2024
Q4 | $403K | Buy |
3,198
+662
| +26% | +$83.4K | 0.03% | 296 |
|
|
2024
Q3 | $325K | Buy |
2,536
+232
| +10% | +$29.7K | 0.03% | 310 |
|
|
2024
Q2 | $240K | Buy |
+2,304
| New | +$240K | 0.02% | 351 |
|
|
2019
Q3 | – | Sell |
-138
| Closed | -$9K | – | 843 |
|
|
2019
Q2 | $9K | Hold |
138
| – | – | 0.01% | 520 |
|
|
2019
Q1 | $9K | Hold |
138
| – | – | 0.01% | 496 |
|
|
2018
Q4 | $8K | Hold |
138
| – | – | 0.01% | 475 |
|
|
2018
Q3 | $7K | Buy |
138
+7
| +5% | +$355 | ﹤0.01% | 515 |
|
|
2018
Q2 | $6K | Buy |
131
+10
| +8% | +$458 | ﹤0.01% | 549 |
|
|
2018
Q1 | $3K | Sell |
121
-137
| -53% | -$3.4K | ﹤0.01% | 613 |
|
|
2017
Q4 | $14K | Buy |
+258
| New | +$14K | 0.01% | 396 |
|