NBC Securities’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
659
-201
| -23% | -$30.8K | 0.01% | 1046 |
|
|
2025
Q1 | $131K | Buy |
+860
| New | +$131K | 0.01% | 907 |
|
|
2024
Q4 | – | Sell |
-869
| Closed | -$111K | – | 2085 |
|
|
2024
Q3 | $111K | Sell |
869
-93
| -10% | -$11.9K | 0.01% | 955 |
|
|
2024
Q2 | $100K | Hold |
962
| – | – | 0.01% | 957 |
|
|
2024
Q1 | $89K | Hold |
962
| – | – | 0.01% | 975 |
|
|
2023
Q4 | $86K | Sell |
962
-268
| -22% | -$24K | 0.01% | 988 |
|
|
2023
Q3 | $100K | Buy |
+1,230
| New | +$100K | 0.01% | 934 |
|