Provenance Wealth 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 | $21.4K | Hold |
139
| – | – | ﹤0.01% | 259 |
|
|
2025
Q1 | $21.3K | Hold |
139
| – | – | ﹤0.01% | 271 |
|
|
2024
Q4 | $17.5K | Hold |
139
| – | – | ﹤0.01% | 278 |
|
|
2024
Q3 | $17.8K | Hold |
139
| – | – | ﹤0.01% | 298 |
|
|
2024
Q2 | $14.5K | Hold |
139
| – | – | ﹤0.01% | 274 |
|
|
2024
Q1 | $13K | Hold |
139
| – | – | ﹤0.01% | 301 |
|
|
2023
Q4 | $12.5K | Buy |
+139
| New | +$12.5K | ﹤0.01% | 295 |
|