NBT Bank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1K | Buy |
196
+1
| +0.5% | +$153 | ﹤0.01% | 550 |
|
|
2025
Q1 | $29.9K | Buy |
195
+1
| +0.5% | +$153 | ﹤0.01% | 547 |
|
|
2024
Q4 | $24.5K | Sell |
194
-40
| -17% | -$5.05K | ﹤0.01% | 578 |
|
|
2024
Q3 | $29.9K | Buy |
234
+93
| +66% | +$11.9K | ﹤0.01% | 574 |
|
|
2024
Q2 | $14.6K | Buy |
141
+1
| +0.7% | +$103 | ﹤0.01% | 455 |
|
|
2024
Q1 | $13.1K | Hold |
140
| – | – | ﹤0.01% | 464 |
|
|
2023
Q4 | $12.6K | Buy |
+140
| New | +$12.6K | ﹤0.01% | 454 |
|