CWG
Cornerstone Wealth Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
1,460
+66
| +5% | +$10.1K | 0.02% | 291 |
|
|
2025
Q1 | $214K | Buy |
+1,394
| New | +$214K | 0.02% | 267 |
|
|
2019
Q4 | – | Sell |
-50,096
| Closed | -$4.54M | – | 153 |
|
|
2019
Q3 | $4.54M | Buy |
50,096
+30,908
| +161% | +$2.8M | 1.14% | 22 |
|
|
2019
Q2 | $1.56M | Buy |
+19,188
| New | +$1.56M | 0.42% | 72 |
|