Cetera Trust Company’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
2,490
-360
| -13% | -$55.3K | 0.23% | 78 |
|
|
2025
Q1 | $437K | Hold |
2,850
| – | – | 0.28% | 63 |
|
|
2024
Q4 | $359K | Sell |
2,850
-175
| -6% | -$22.1K | 0.23% | 75 |
|
|
2024
Q3 | $387K | Sell |
3,025
-200
| -6% | -$25.6K | 0.24% | 76 |
|
|
2024
Q2 | $336K | Hold |
3,225
| – | – | 0.21% | 82 |
|
|
2024
Q1 | $301K | Hold |
3,225
| – | – | 0.18% | 99 |
|
|
2023
Q4 | $291K | Buy |
+3,225
| New | +$291K | 0.18% | 100 |
|