Covestor’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 | $44K | Sell |
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|
2025
Q2 | $41K | Sell |
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|
2025
Q1 | $43K | Sell |
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|
2024
Q4 | $69K | Sell |
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|
2024
Q3 | $77K | Buy |
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|
2024
Q2 | $28K | Buy |
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|
2024
Q1 | $25K | Hold |
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|
2023
Q4 | $24K | Sell |
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|
2023
Q3 | $26K | Sell |
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|
2023
Q2 | $26K | Sell |
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|
2023
Q1 | $24K | Hold |
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|
2022
Q4 | $22K | Buy |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $103K | Buy |
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|
2022
Q1 | $29K | Buy |
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|
2021
Q4 | $13K | Buy |
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