CoreCap 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 | $606K | Buy |
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|
2025
Q2 | $521K | Sell |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $413K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $261K | Hold |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $250K | Buy |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $221K | Buy |
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