Harbour Investments’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 | $725K | Buy |
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|
2025
Q2 | $611K | Buy |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $423K | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | $99.2K | Sell |
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|
2023
Q1 | $94.4K | Sell |
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|
2022
Q4 | $89.9K | Buy |
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|
2022
Q3 | $113K | Hold |
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|
2022
Q2 | $113K | Buy |
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|
2021
Q4 | $113K | Sell |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $305K | Sell |
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|
2021
Q1 | $266K | Buy |
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