MCF 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
Q2 | $76.9K | Hold |
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|
2025
Q1 | $76.6K | Sell |
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|
2024
Q4 | $66K | Hold |
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|
2024
Q3 | $67.1K | Sell |
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|
2024
Q2 | $55K | Hold |
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|
2024
Q1 | $49.3K | Buy |
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|
2023
Q4 | $47.3K | Hold |
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|
2023
Q3 | $42.9K | Buy |
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|
2023
Q2 | $1.94K | Hold |
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|
2023
Q1 | $1.72K | Hold |
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|
2022
Q4 | $1.57K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $16K | Buy |
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