Raleigh Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-164
| Closed | -$20.7K | – | 1060 |
|
|
2024
Q4 | $20.7K | Sell |
164
-5
| -3% | -$630 | 0.01% | 446 |
|
|
2024
Q3 | $21.6K | Buy |
169
+11
| +7% | +$1.41K | 0.01% | 422 |
|
|
2024
Q2 | $16.5K | Buy |
158
+23
| +17% | +$2.4K | 0.01% | 462 |
|
|
2024
Q1 | $12.6K | Sell |
135
-135
| -50% | -$12.6K | 0.01% | 516 |
|
|
2023
Q4 | $24.4K | Buy |
270
+31
| +13% | +$2.8K | 0.01% | 402 |
|
|
2023
Q3 | $19.5K | Sell |
239
-10
| -4% | -$818 | 0.01% | 401 |
|
|
2023
Q2 | $20.1K | Buy |
249
+2
| +0.8% | +$162 | 0.01% | 389 |
|
|
2023
Q1 | $17.7K | Sell |
247
-107
| -30% | -$7.67K | 0.01% | 394 |
|
|
2022
Q4 | $23.2K | Buy |
354
+1
| +0.3% | +$66 | 0.01% | 301 |
|
|
2022
Q3 | $23K | Sell |
353
-35
| -9% | -$2.28K | 0.01% | 280 |
|
|
2022
Q2 | $32K | Sell |
388
-45
| -10% | -$3.71K | 0.02% | 268 |
|
|
2022
Q1 | $42K | Sell |
433
-60
| -12% | -$5.82K | 0.02% | 259 |
|
|
2021
Q4 | $42K | Buy |
+493
| New | +$42K | 0.04% | 137 |
|