Creative Financial Designs’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $92K | Buy |
599
+16
| +3% | +$2.46K | 0.01% | 686 |
|
2025
Q1 | $89.3K | Buy |
583
+44
| +8% | +$6.74K | 0.01% | 648 |
|
2024
Q4 | $67.9K | Sell |
539
-20
| -4% | -$2.52K | 0.01% | 700 |
|
2024
Q3 | $71.5K | Sell |
559
-33
| -6% | -$4.22K | 0.01% | 679 |
|
2024
Q2 | $61.7K | Hold |
592
| – | – | 0.01% | 704 |
|
2024
Q1 | $55.3K | Sell |
592
-842
| -59% | -$78.6K | 0.01% | 706 |
|
2023
Q4 | $129K | Buy |
1,434
+210
| +17% | +$18.9K | 0.01% | 486 |
|
2023
Q3 | $100K | Hold |
1,224
| – | – | 0.01% | 490 |
|
2023
Q2 | $99K | Buy |
1,224
+81
| +7% | +$6.55K | 0.01% | 492 |
|
2023
Q1 | $81.9K | Sell |
1,143
-92
| -7% | -$6.59K | 0.01% | 494 |
|
2022
Q4 | $81K | Hold |
1,235
| – | – | 0.01% | 484 |
|
2022
Q3 | $79K | Buy |
1,235
+1
| +0.1% | +$64 | 0.01% | 482 |
|
2022
Q2 | $102K | Sell |
1,234
-37
| -3% | -$3.06K | 0.02% | 437 |
|
2022
Q1 | $122K | Hold |
1,271
| – | – | 0.02% | 398 |
|
2021
Q4 | $109K | Buy |
1,271
+572
| +82% | +$49.1K | 0.02% | 426 |
|
2021
Q3 | $58K | Hold |
699
| – | – | 0.01% | 578 |
|
2021
Q2 | $58K | Hold |
699
| – | – | 0.01% | 567 |
|
2021
Q1 | $50K | Hold |
699
| – | – | 0.01% | 567 |
|
2020
Q4 | $45K | Buy |
699
+300
| +75% | +$19.3K | 0.01% | 536 |
|
2020
Q3 | $22K | Hold |
399
| – | – | 0.01% | 640 |
|
2020
Q2 | $21K | Sell |
399
-3,828
| -91% | -$201K | 0.01% | 597 |
|
2020
Q1 | $194K | Buy |
4,227
+368
| +10% | +$16.9K | 0.1% | 126 |
|
2019
Q4 | $309K | Buy |
3,859
+43
| +1% | +$3.44K | 0.14% | 118 |
|
2019
Q3 | $343K | Buy |
3,816
+518
| +16% | +$46.6K | 0.18% | 100 |
|
2019
Q2 | $281K | Buy |
3,298
+1,058
| +47% | +$90.1K | 0.15% | 112 |
|
2019
Q1 | $174K | Buy |
2,240
+1,951
| +675% | +$152K | 0.1% | 128 |
|
2018
Q4 | $20K | Hold |
289
| – | – | 0.01% | 278 |
|
2018
Q3 | $19K | Hold |
289
| – | – | 0.01% | 348 |
|
2018
Q2 | $18K | Hold |
289
| – | – | 0.01% | 381 |
|
2018
Q1 | $16K | Sell |
289
-1,938
| -87% | -$107K | 0.01% | 362 |
|
2017
Q4 | $142K | Sell |
2,227
-1,208
| -35% | -$77K | 0.1% | 140 |
|
2017
Q3 | $241K | Sell |
3,435
-16
| -0.5% | -$1.12K | 0.14% | 123 |
|
2017
Q2 | $258K | Sell |
3,451
-269
| -7% | -$20.1K | 0.17% | 117 |
|
2017
Q1 | $263K | Buy |
3,720
+562
| +18% | +$39.7K | 0.19% | 116 |
|
2016
Q4 | $211K | Buy |
+3,158
| New | +$211K | 0.17% | 116 |
|