Harvest Investment Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
9,417
+5,600
| +147% | +$861K | 0.32% | 87 |
|
|
2025
Q1 | $585K | Buy |
+3,817
| New | +$585K | 0.16% | 139 |
|
|
2020
Q4 | – | Sell |
-4,354
| Closed | -$239K | – | 251 |
|
|
2020
Q3 | $239K | Sell |
4,354
-85
| -2% | -$4.67K | 0.14% | 181 |
|
|
2020
Q2 | $229K | Sell |
4,439
-92
| -2% | -$4.75K | 0.14% | 174 |
|
|
2020
Q1 | $207K | Buy |
+4,531
| New | +$207K | 0.28% | 88 |
|
|
2019
Q4 | – | Sell |
-3,808
| Closed | -$340K | – | 185 |
|
|
2019
Q3 | $340K | Buy |
3,808
+73
| +2% | +$6.52K | 0.17% | 98 |
|
|
2019
Q2 | $305K | Sell |
3,735
-624
| -14% | -$51K | 0.17% | 106 |
|
|
2019
Q1 | $335K | Buy |
4,359
+128
| +3% | +$9.84K | 0.19% | 94 |
|
|
2018
Q4 | $321K | Buy |
+4,231
| New | +$321K | 0.3% | 73 |
|