Childress 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 | $382K | Buy |
2,486
+355
| +17% | +$54.6K | 0.1% | 153 |
|
|
2025
Q1 | $327K | Sell |
2,131
-21
| -1% | -$3.22K | 0.09% | 157 |
|
|
2024
Q4 | $271K | Buy |
2,152
+76
| +4% | +$9.58K | 0.08% | 165 |
|
|
2024
Q3 | $266K | Buy |
2,076
+9
| +0.4% | +$1.15K | 0.07% | 184 |
|
|
2024
Q2 | $216K | Buy |
+2,067
| New | +$216K | 0.06% | 198 |
|
|
2021
Q1 | – | Sell |
-799
| Closed | -$52K | – | 948 |
|
|
2020
Q4 | $52K | Buy |
+799
| New | +$52K | 0.03% | 219 |
|