Evoke Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
2,629
+504
| +24% | +$77.5K | 0.01% | 378 |
|
|
2025
Q1 | $326K | Buy |
2,125
+37
| +2% | +$5.67K | 0.01% | 337 |
|
|
2024
Q4 | $263K | Buy |
2,088
+53
| +3% | +$6.68K | 0.01% | 367 |
|
|
2024
Q3 | $261K | Buy |
+2,035
| New | +$261K | 0.01% | 355 |
|
|
2022
Q4 | – | Sell |
-1,179
| Closed | -$76K | – | 1139 |
|
|
2022
Q3 | $76K | Buy |
1,179
+94
| +9% | +$6.06K | ﹤0.01% | 458 |
|
|
2022
Q2 | $89K | Sell |
1,085
-4
| -0.4% | -$328 | ﹤0.01% | 428 |
|
|
2022
Q1 | $105K | Sell |
1,089
-107
| -9% | -$10.3K | ﹤0.01% | 427 |
|
|
2021
Q4 | $103K | Hold |
1,196
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $98K | Hold |
1,196
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $99K | Sell |
1,196
-55
| -4% | -$4.55K | ﹤0.01% | 439 |
|
|
2021
Q1 | $90K | Buy |
1,251
+1,043
| +501% | +$75K | ﹤0.01% | 390 |
|
|
2020
Q4 | $13K | Sell |
208
-23
| -10% | -$1.44K | ﹤0.01% | 548 |
|
|
2020
Q3 | $13K | Sell |
231
-359
| -61% | -$20.2K | ﹤0.01% | 526 |
|
|
2020
Q2 | $31K | Sell |
590
-817
| -58% | -$42.9K | ﹤0.01% | 410 |
|
|
2020
Q1 | $64.4K | Sell |
1,407
-2,935
| -68% | -$134K | 0.01% | 314 |
|
|
2019
Q4 | $355K | Sell |
4,342
-461
| -10% | -$37.7K | 0.05% | 150 |
|
|
2019
Q3 | $435K | Buy |
+4,803
| New | +$435K | 0.05% | 159 |
|