NewSquare Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.7K | Buy |
362
+84
| +30% | +$12.9K | ﹤0.01% | 269 |
|
|
2025
Q1 | $42.6K | Buy |
278
+172
| +162% | +$26.4K | ﹤0.01% | 249 |
|
|
2024
Q4 | $13.4K | Buy |
106
+18
| +20% | +$2.27K | ﹤0.01% | 247 |
|
|
2024
Q3 | $11.3K | Hold |
88
| – | – | ﹤0.01% | 210 |
|
|
2024
Q2 | $9.17K | Hold |
88
| – | – | ﹤0.01% | 233 |
|
|
2024
Q1 | $8.22K | Hold |
88
| – | – | ﹤0.01% | 263 |
|
|
2023
Q4 | $7.94K | Sell |
88
-97
| -52% | -$8.75K | ﹤0.01% | 287 |
|
|
2023
Q3 | $15.2K | Buy |
185
+77
| +71% | +$6.31K | ﹤0.01% | 272 |
|
|
2023
Q2 | $8.74K | Hold |
108
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $7.74K | Hold |
108
| – | – | ﹤0.01% | 377 |
|
|
2022
Q4 | $7.08K | Buy |
+108
| New | +$7.08K | ﹤0.01% | 328 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 444 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 379 |
|