CAM
Covenant Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Hold |
2,659
| – | – | 0.06% | 102 |
|
|
2025
Q1 | $407K | Hold |
2,659
| – | – | 0.09% | 101 |
|
|
2024
Q4 | $335K | Sell |
2,659
-54
| -2% | -$6.81K | 0.05% | 114 |
|
|
2024
Q3 | $347K | Buy |
2,713
+250
| +10% | +$32K | 0.05% | 120 |
|
|
2024
Q2 | $257K | Buy |
+2,463
| New | +$257K | 0.04% | 127 |
|