Certified Advisory Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $204K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $74K | Buy |
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|
2020
Q2 | $53K | Buy |
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|
2020
Q1 | $47K | Buy |
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|
2019
Q4 | $84K | Buy |
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|
2019
Q3 | $93K | Buy |
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|
2019
Q2 | $84K | Buy |
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|
2019
Q1 | $80K | Buy |
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|
2018
Q4 | $71K | Buy |
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|
2018
Q3 | $66K | Buy |
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|
2018
Q2 | $64K | Buy |
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|
2018
Q1 | $55K | Sell |
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|
2017
Q4 | $80K | Buy |
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