Catalyst Capital Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
1,360
+833
| +158% | +$128K | ﹤0.01% | 241 |
|
|
2025
Q1 | $80.7K | Buy |
+527
| New | +$80.7K | ﹤0.01% | 319 |
|
|
2016
Q3 | – | Sell |
-7,200
| Closed | -$548K | – | 501 |
|
|
2016
Q2 | $548K | Buy |
+7,200
| New | +$548K | 0.1% | 178 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 555 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$46K | – | 522 |
|
|
2015
Q1 | $46K | Buy |
600
+300
| +100% | +$23K | 0.01% | 332 |
|
|
2014
Q4 | $23K | Buy |
300
+268
| +838% | +$20.5K | ﹤0.01% | 370 |
|
|
2014
Q3 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 399 |
|