Clearstead 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 | $663K | Sell |
4,313
-181
| -4% | -$27.8K | 0.01% | 532 |
|
|
2025
Q1 | $689K | Sell |
4,494
-1
| -0% | -$153 | 0.01% | 492 |
|
|
2024
Q4 | $566K | Sell |
4,495
-88
| -2% | -$11.1K | 0.01% | 542 |
|
|
2024
Q3 | $587K | Buy |
4,583
+76
| +2% | +$9.73K | 0.01% | 533 |
|
|
2024
Q2 | $470K | Buy |
4,507
+1,208
| +37% | +$126K | 0.01% | 548 |
|
|
2024
Q1 | $328K | Sell |
3,299
-35
| -1% | -$3.48K | 0.02% | 387 |
|
|
2023
Q4 | $301K | Buy |
3,334
+876
| +36% | +$79K | 0.02% | 396 |
|
|
2023
Q3 | $201K | Buy |
2,458
+1,229
| +100% | +$101K | 0.01% | 569 |
|
|
2023
Q2 | $99.4K | Buy |
1,229
+21
| +2% | +$1.7K | 0.01% | 577 |
|
|
2023
Q1 | $86.6K | Buy |
1,208
+30
| +3% | +$2.15K | 0.01% | 535 |
|
|
2022
Q4 | $77.2K | Sell |
1,178
-347
| -23% | -$22.7K | 0.01% | 551 |
|
|
2022
Q3 | $98K | Sell |
1,525
-40
| -3% | -$2.57K | 0.01% | 479 |
|
|
2022
Q2 | $129K | Buy |
1,565
+41
| +3% | +$3.38K | 0.01% | 450 |
|
|
2022
Q1 | $147K | Buy |
1,524
+1
| +0.1% | +$96 | 0.01% | 465 |
|
|
2021
Q4 | $131K | Buy |
1,523
+250
| +20% | +$21.5K | 0.01% | 466 |
|
|
2021
Q3 | $105K | Sell |
1,273
-51
| -4% | -$4.21K | 0.01% | 472 |
|
|
2021
Q2 | $110K | Buy |
1,324
+53
| +4% | +$4.4K | 0.01% | 437 |
|
|
2021
Q1 | $91K | Hold |
1,271
| – | – | 0.01% | 454 |
|
|
2020
Q4 | $82K | Buy |
1,271
+401
| +46% | +$25.9K | 0.01% | 447 |
|
|
2020
Q3 | $48K | Sell |
870
-224
| -20% | -$12.4K | 0.01% | 475 |
|
|
2020
Q2 | $57K | Buy |
1,094
+226
| +26% | +$11.8K | 0.01% | 416 |
|
|
2020
Q1 | $40K | Buy |
+868
| New | +$40K | 0.01% | 434 |
|