Clearstead Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Buy |
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|
2025
Q2 | $663K | Sell |
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|
2025
Q1 | $689K | Sell |
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|
2024
Q4 | $566K | Sell |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $328K | Sell |
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $99.4K | Buy |
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|
2023
Q1 | $86.6K | Buy |
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|
2022
Q4 | $77.2K | Sell |
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|
2022
Q3 | $98K | Sell |
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|
2022
Q2 | $129K | Buy |
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|
2022
Q1 | $147K | Buy |
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|
2021
Q4 | $131K | Buy |
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|
2021
Q3 | $105K | Sell |
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|
2021
Q2 | $110K | Buy |
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|
2021
Q1 | $91K | Hold |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $48K | Sell |
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|
2020
Q2 | $57K | Buy |
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|
2020
Q1 | $40K | Buy |
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