Centerpoint 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 | – | Sell |
-300
| Closed | -$46K | – | 442 |
|
|
2025
Q1 | $46K | Hold |
300
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $38K | Hold |
300
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $38K | Hold |
300
| – | – | 0.01% | 196 |
|
|
2024
Q2 | $31K | Buy |
+300
| New | +$31K | 0.01% | 215 |
|
|
2022
Q4 | – | Sell |
-148
| Closed | -$10K | – | 526 |
|
|
2022
Q3 | $10K | Hold |
148
| – | – | 0.01% | 223 |
|
|
2022
Q2 | $12K | Hold |
148
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $14K | Hold |
148
| – | – | 0.01% | 209 |
|
|
2021
Q4 | $13K | Buy |
+148
| New | +$13K | 0.01% | 207 |
|
|
2018
Q3 | – | Sell |
-263
| Closed | -$16K | – | 361 |
|
|
2018
Q2 | $16K | Buy |
+263
| New | +$16K | 0.01% | 156 |
|