MA
MCF Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.9K | Hold |
500
| – | – | 0.01% | 346 |
|
|
2025
Q1 | $76.6K | Sell |
500
-24
| -5% | -$3.68K | 0.01% | 344 |
|
|
2024
Q4 | $66K | Hold |
524
| – | – | ﹤0.01% | 363 |
|
|
2024
Q3 | $67.1K | Sell |
524
-4
| -0.8% | -$512 | ﹤0.01% | 351 |
|
|
2024
Q2 | $55K | Hold |
528
| – | – | ﹤0.01% | 368 |
|
|
2024
Q1 | $49.3K | Buy |
528
+4
| +0.8% | +$374 | ﹤0.01% | 376 |
|
|
2023
Q4 | $47.3K | Hold |
524
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $42.9K | Buy |
524
+500
| +2,083% | +$41K | ﹤0.01% | 377 |
|
|
2023
Q2 | $1.94K | Hold |
24
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $1.72K | Hold |
24
| – | – | ﹤0.01% | 724 |
|
|
2022
Q4 | $1.57K | Buy |
24
+10
| +71% | +$655 | ﹤0.01% | 704 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 795 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 753 |
|
|
2022
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 758 |
|
|
2021
Q4 | – | Sell |
-14
| Closed | -$1K | – | 687 |
|
|
2021
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 743 |
|
|
2017
Q2 | – | Sell |
-232
| Closed | -$16K | – | 531 |
|
|
2017
Q1 | $16K | Buy |
+232
| New | +$16K | ﹤0.01% | 326 |
|