Evoke Wealth’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 | $557K | Buy |
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|
2025
Q2 | $404K | Buy |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $261K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $76K | Buy |
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|
2022
Q2 | $89K | Sell |
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|
2022
Q1 | $105K | Sell |
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|
2021
Q4 | $103K | Hold |
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|
2021
Q3 | $98K | Hold |
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|
2021
Q2 | $99K | Sell |
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|
2021
Q1 | $90K | Buy |
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|
2020
Q4 | $13K | Sell |
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|
2020
Q3 | $13K | Sell |
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|
2020
Q2 | $31K | Sell |
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|
2020
Q1 | $64.4K | Sell |
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|
2019
Q4 | $355K | Sell |
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|
2019
Q3 | $435K | Buy |
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