Crewe Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462 | Buy |
+3
| New | +$462 | ﹤0.01% | 652 |
|
|
2024
Q4 | – | Sell |
-68
| Closed | -$8.71K | – | 809 |
|
|
2024
Q3 | $8.71K | Buy |
68
+5
| +8% | +$640 | ﹤0.01% | 514 |
|
|
2024
Q2 | $6.57K | Sell |
63
-132
| -68% | -$13.8K | ﹤0.01% | 752 |
|
|
2024
Q1 | $18.2K | Buy |
+195
| New | +$18.2K | ﹤0.01% | 508 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$162 | – | 925 |
|
|
2023
Q2 | $162 | Buy |
+2
| New | +$162 | ﹤0.01% | 750 |
|
|
2022
Q4 | – | Sell |
-213
| Closed | -$14K | – | 1297 |
|
|
2022
Q3 | $14K | Buy |
213
+50
| +31% | +$3.29K | ﹤0.01% | 576 |
|
|
2022
Q2 | $13K | Buy |
163
+100
| +159% | +$7.98K | ﹤0.01% | 544 |
|
|
2022
Q1 | $6K | Hold |
63
| – | – | ﹤0.01% | 387 |
|
|
2021
Q4 | $5K | Hold |
63
| – | – | ﹤0.01% | 358 |
|
|
2021
Q3 | $5K | Hold |
63
| – | – | ﹤0.01% | 311 |
|
|
2021
Q2 | $5K | Sell |
63
-93
| -60% | -$7.38K | ﹤0.01% | 338 |
|
|
2021
Q1 | $11K | Hold |
156
| – | – | ﹤0.01% | 279 |
|
|
2020
Q4 | $10K | Buy |
156
+133
| +578% | +$8.53K | ﹤0.01% | 270 |
|
|
2020
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 615 |
|
|
2018
Q3 | – | Sell |
-1,012
| Closed | -$60K | – | 268 |
|
|
2018
Q2 | $60K | Buy |
1,012
+506
| +100% | +$30K | 0.06% | 107 |
|
|
2018
Q1 | $28K | Sell |
506
-20
| -4% | -$1.11K | 0.03% | 161 |
|
|
2017
Q4 | $34K | Buy |
+526
| New | +$34K | 0.03% | 153 |
|