Avestar Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $403K | Buy |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $240K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $9K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $7K | Buy |
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|
2018
Q2 | $6K | Buy |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $14K | Buy |
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