Jackson Square Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
+2,104
| New | +$323K | 0.07% | 128 |
|
|
2022
Q2 | – | Sell |
-2,330
| Closed | -$224K | – | 189 |
|
|
2022
Q1 | $224K | Hold |
2,330
| – | – | 0.07% | 170 |
|
|
2021
Q4 | $200K | Buy |
+2,330
| New | +$200K | 0.06% | 185 |
|
|
2020
Q3 | – | Sell |
-135
| Closed | -$7K | – | 364 |
|
|
2020
Q2 | $7K | Sell |
135
-160
| -54% | -$8.3K | ﹤0.01% | 262 |
|
|
2020
Q1 | $14K | Sell |
295
-54
| -15% | -$2.56K | 0.01% | 195 |
|
|
2019
Q4 | $29K | Buy |
+349
| New | +$29K | 0.02% | 188 |
|