Coston McIsaac & Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
115
| – | – | ﹤0.01% | 458 |
|
|
2025
Q1 | $17K | Hold |
115
| – | – | 0.01% | 423 |
|
|
2024
Q4 | $14K | Hold |
115
| – | – | ﹤0.01% | 447 |
|
|
2024
Q3 | $14 | Hold |
115
| – | – | ﹤0.01% | 447 |
|
|
2024
Q2 | $11K | Hold |
115
| – | – | ﹤0.01% | 459 |
|
|
2024
Q1 | $10K | Hold |
115
| – | – | ﹤0.01% | 477 |
|
|
2023
Q4 | $10K | Hold |
115
| – | – | ﹤0.01% | 477 |
|
|
2023
Q3 | $9K | Hold |
115
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $9K | Hold |
115
| – | – | ﹤0.01% | 521 |
|
|
2023
Q1 | $8K | Hold |
115
| – | – | ﹤0.01% | 524 |
|
|
2022
Q4 | $7 | Buy |
115
+1
| +0.9% | – | ﹤0.01% | 542 |
|
|
2022
Q3 | $7K | Buy |
114
+1
| +0.9% | +$61 | ﹤0.01% | 471 |
|
|
2022
Q2 | $9K | Buy |
+113
| New | +$9K | 0.01% | 287 |
|