NewSquare Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $55.6K | Buy |
|
|||||
|
2025
Q1 | $42.6K | Buy |
|
|||||
|
2024
Q4 | $13.4K | Buy |
|
|||||
|
2024
Q3 | $11.3K | Hold |
|
|||||
|
2024
Q2 | $9.17K | Hold |
|
|||||
|
2024
Q1 | $8.22K | Hold |
|
|||||
|
2023
Q4 | $7.93K | Sell |
|
|||||
|
2023
Q3 | $15.2K | Buy |
|
|||||
|
2023
Q2 | $8.74K | Hold |
|
|||||
|
2023
Q1 | $7.74K | Hold |
|
|||||
|
2022
Q4 | $7.08K | Buy |
|
|||||
|
2020
Q1 | – | Hold |
|
|||||
|
2019
Q4 | – | Hold |
|