Flagship Harbor Advisors’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 | $343K | Buy |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $223K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $32K | Sell |
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|
2020
Q2 | $39K | Sell |
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|
2020
Q1 | $91K | Sell |
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|
2019
Q4 | $193K | Sell |
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|
2019
Q3 | $215K | Sell |
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|
2019
Q2 | $205K | Sell |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q4 | $188K | Sell |
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|
2018
Q3 | $386K | Sell |
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|
2018
Q2 | $394K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $204K | Sell |
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|
2017
Q2 | $219K | Buy |
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|
2017
Q1 | $204K | Buy |
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