NVWM LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46K | Sell |
16
-3
| -16% | -$461 | ﹤0.01% | 394 |
|
|
2025
Q1 | $2.91K | Buy |
19
+3
| +19% | +$460 | ﹤0.01% | 350 |
|
|
2024
Q4 | $2.02K | Hold |
16
| – | – | ﹤0.01% | 377 |
|
|
2024
Q3 | $2.05K | Hold |
16
| – | – | ﹤0.01% | 373 |
|
|
2024
Q2 | $1.67K | Buy |
16
+5
| +45% | +$521 | ﹤0.01% | 375 |
|
|
2024
Q1 | $1.03K | Buy |
+11
| New | +$1.03K | ﹤0.01% | 400 |
|
|
2023
Q4 | – | Sell |
-245
| Closed | -$20.1K | – | 461 |
|
|
2023
Q3 | $20.1K | Hold |
245
| – | – | 0.01% | 281 |
|
|
2023
Q2 | $19.8K | Hold |
245
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $17.6K | Hold |
245
| – | – | 0.01% | 310 |
|
|
2022
Q4 | $16.1K | Hold |
245
| – | – | 0.01% | 294 |
|
|
2022
Q3 | $16K | Hold |
245
| – | – | 0.01% | 301 |
|
|
2022
Q2 | $20K | Hold |
245
| – | – | 0.01% | 297 |
|
|
2022
Q1 | $24K | Hold |
245
| – | – | 0.01% | 308 |
|
|
2021
Q4 | $21K | Hold |
245
| – | – | 0.01% | 316 |
|
|
2021
Q3 | $20K | Hold |
245
| – | – | 0.01% | 312 |
|
|
2021
Q2 | $20K | Hold |
245
| – | – | 0.01% | 291 |
|
|
2021
Q1 | $18K | Hold |
245
| – | – | 0.01% | 286 |
|
|
2020
Q4 | $16K | Sell |
245
-1,150
| -82% | -$75.1K | 0.01% | 268 |
|
|
2020
Q3 | $77K | Hold |
1,395
| – | – | 0.04% | 177 |
|
|
2020
Q2 | $72K | Hold |
1,395
| – | – | 0.04% | 169 |
|
|
2020
Q1 | $64K | Hold |
1,395
| – | – | 0.04% | 160 |
|
|
2019
Q4 | $114K | Hold |
1,395
| – | – | 0.07% | 151 |
|
|
2019
Q3 | $126K | Hold |
1,395
| – | – | 0.08% | 157 |
|
|
2019
Q2 | $114K | Buy |
+1,395
| New | +$114K | 0.07% | 171 |
|