New England Capital 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 | $20.9K | Buy |
136
+102
| +300% | +$15.7K | 0.01% | 176 |
|
|
2025
Q1 | $5.21K | Hold |
34
| – | – | ﹤0.01% | 274 |
|
|
2024
Q4 | $4.29K | Hold |
34
| – | – | ﹤0.01% | 280 |
|
|
2024
Q3 | $4.35K | Hold |
34
| – | – | ﹤0.01% | 279 |
|
|
2024
Q2 | $3.55K | Hold |
34
| – | – | ﹤0.01% | 292 |
|
|
2024
Q1 | $3.18K | Hold |
34
| – | – | ﹤0.01% | 292 |
|
|
2023
Q4 | $3.07K | Hold |
34
| – | – | ﹤0.01% | 304 |
|
|
2023
Q3 | $2.79K | Hold |
34
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $2.75K | Hold |
34
| – | – | ﹤0.01% | 297 |
|
|
2023
Q1 | $2.44K | Hold |
34
| – | – | ﹤0.01% | 334 |
|
|
2022
Q4 | $2.48K | Buy |
+34
| New | +$2.48K | ﹤0.01% | 335 |
|