JNBA Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.2K | Hold |
300
| – | – | ﹤0.01% | 302 |
|
|
2025
Q1 | $46K | Hold |
300
| – | – | ﹤0.01% | 293 |
|
|
2024
Q4 | $37.9K | Hold |
300
| – | – | ﹤0.01% | 312 |
|
|
2024
Q3 | $38.5K | Hold |
300
| – | – | ﹤0.01% | 314 |
|
|
2024
Q2 | $31.3K | Hold |
300
| – | – | ﹤0.01% | 336 |
|
|
2024
Q1 | $28.1K | Hold |
300
| – | – | ﹤0.01% | 353 |
|
|
2023
Q4 | $27.1K | Hold |
300
| – | – | ﹤0.01% | 357 |
|
|
2023
Q3 | $24.6K | Hold |
300
| – | – | ﹤0.01% | 361 |
|
|
2023
Q2 | $24.3K | Hold |
300
| – | – | ﹤0.01% | 368 |
|
|
2023
Q1 | $21.5K | Hold |
300
| – | – | ﹤0.01% | 383 |
|
|
2022
Q4 | $19.7K | Sell |
300
-37
| -11% | -$2.43K | ﹤0.01% | 374 |
|
|
2022
Q3 | $22K | Buy |
337
+25
| +8% | +$1.63K | ﹤0.01% | 367 |
|
|
2022
Q2 | $26K | Sell |
312
-154
| -33% | -$12.8K | ﹤0.01% | 362 |
|
|
2022
Q1 | $45K | Hold |
466
| – | – | 0.01% | 304 |
|
|
2021
Q4 | $40K | Buy |
466
+154
| +49% | +$13.2K | ﹤0.01% | 332 |
|
|
2021
Q3 | $26K | Hold |
312
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $26K | Hold |
312
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $22K | Hold |
312
| – | – | ﹤0.01% | 379 |
|
|
2020
Q4 | $20K | Sell |
312
-32
| -9% | -$2.05K | ﹤0.01% | 368 |
|
|
2020
Q3 | $19K | Hold |
344
| – | – | ﹤0.01% | 351 |
|
|
2020
Q2 | $18K | Hold |
344
| – | – | ﹤0.01% | 345 |
|
|
2020
Q1 | $16K | Hold |
344
| – | – | ﹤0.01% | 337 |
|
|
2019
Q4 | $28K | Hold |
344
| – | – | 0.01% | 313 |
|
|
2019
Q3 | $31K | Hold |
344
| – | – | 0.01% | 283 |
|
|
2019
Q2 | $28K | Hold |
344
| – | – | 0.01% | 301 |
|
|
2019
Q1 | $27K | Sell |
344
-55
| -14% | -$4.32K | 0.01% | 294 |
|
|
2018
Q4 | $28K | Buy |
+399
| New | +$28K | 0.01% | 270 |
|
|
2018
Q3 | – | Sell |
-480
| Closed | -$30K | – | 723 |
|
|
2018
Q2 | $30K | Sell |
480
-130
| -21% | -$8.13K | 0.01% | 279 |
|
|
2018
Q1 | $33K | Buy |
610
+130
| +27% | +$7.03K | 0.01% | 270 |
|
|
2017
Q4 | $31K | Hold |
480
| – | – | 0.01% | 272 |
|
|
2017
Q3 | $34K | Hold |
480
| – | – | 0.01% | 249 |
|
|
2017
Q2 | $36K | Hold |
480
| – | – | 0.01% | 237 |
|
|
2017
Q1 | $34K | Hold |
480
| – | – | 0.01% | 237 |
|
|
2016
Q4 | $32K | Sell |
480
-648
| -57% | -$43.2K | 0.01% | 246 |
|
|
2016
Q3 | $84K | Buy |
1,128
+710
| +170% | +$52.9K | 0.01% | 405 |
|
|
2016
Q2 | $32K | Sell |
418
-275
| -40% | -$21.1K | 0.01% | 247 |
|
|
2016
Q1 | $48K | Hold |
693
| – | – | 0.02% | 202 |
|
|
2015
Q4 | $47K | Buy |
693
+74
| +12% | +$5.02K | 0.02% | 200 |
|
|
2015
Q3 | $42K | Hold |
619
| – | – | 0.02% | 201 |
|
|
2015
Q2 | $41K | Hold |
619
| – | – | 0.02% | 203 |
|
|
2015
Q1 | $48K | Hold |
619
| – | – | 0.02% | 192 |
|
|
2014
Q4 | $47K | Hold |
619
| – | – | 0.02% | 198 |
|
|
2014
Q3 | $39K | Hold |
619
| – | – | 0.02% | 213 |
|
|
2014
Q2 | $39K | Hold |
619
| – | – | 0.02% | 199 |
|
|
2014
Q1 | $37K | Hold |
619
| – | – | 0.02% | 192 |
|
|
2013
Q4 | $33K | Buy |
619
+275
| +80% | +$14.7K | 0.02% | 200 |
|
|
2013
Q3 | $21K | Hold |
344
| – | – | 0.01% | 234 |
|
|
2013
Q2 | $23K | Buy |
+344
| New | +$23K | 0.02% | 198 |
|