Clean Yield Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69K | Hold |
11
| – | – | ﹤0.01% | 369 |
|
|
2025
Q1 | $1.69K | Hold |
11
| – | – | ﹤0.01% | 400 |
|
|
2024
Q4 | $1.39K | Hold |
11
| – | – | ﹤0.01% | 423 |
|
|
2024
Q3 | $1.41K | Buy |
+11
| New | +$1.41K | ﹤0.01% | 433 |
|
|
2023
Q2 | – | Sell |
-63
| Closed | -$4.52K | – | 434 |
|
|
2023
Q1 | $4.52K | Hold |
63
| – | – | ﹤0.01% | 364 |
|
|
2022
Q4 | $4.13K | Hold |
63
| – | – | ﹤0.01% | 385 |
|
|
2022
Q3 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 373 |
|