Creative Financial Designs’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 | $104K | Sell |
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|
2025
Q2 | $92K | Buy |
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|
2025
Q1 | $89.3K | Buy |
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|
2024
Q4 | $67.9K | Sell |
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|
2024
Q3 | $71.5K | Sell |
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|
2024
Q2 | $61.7K | Hold |
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|
2024
Q1 | $55.3K | Sell |
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|
2023
Q4 | $129K | Buy |
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|
2023
Q3 | $100K | Hold |
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|
2023
Q2 | $99K | Buy |
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|
2023
Q1 | $81.9K | Sell |
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|
2022
Q4 | $81K | Hold |
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|
2022
Q3 | $79K | Buy |
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|
2022
Q2 | $102K | Sell |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q3 | $58K | Hold |
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|
2021
Q2 | $58K | Hold |
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|
2021
Q1 | $50K | Hold |
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|
2020
Q4 | $45K | Buy |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $21K | Sell |
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|
2020
Q1 | $194K | Buy |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $343K | Buy |
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|
2019
Q2 | $281K | Buy |
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|
2019
Q1 | $174K | Buy |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $16K | Sell |
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|
2017
Q4 | $142K | Sell |
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|
2017
Q3 | $241K | Sell |
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|
2017
Q2 | $258K | Sell |
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|
2017
Q1 | $263K | Buy |
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|
2016
Q4 | $211K | Buy |
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