Rise 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 | $57.3K | Buy |
373
+8
| +2% | +$1.23K | 0.02% | 216 |
|
|
2025
Q1 | $55.9K | Buy |
365
+69
| +23% | +$10.6K | 0.02% | 212 |
|
|
2024
Q4 | $37.3K | Buy |
296
+1
| +0.3% | +$126 | 0.02% | 311 |
|
|
2024
Q3 | $37.8K | Buy |
295
+2
| +0.7% | +$256 | 0.02% | 311 |
|
|
2024
Q2 | $30.6K | Buy |
293
+2
| +0.7% | +$209 | 0.02% | 362 |
|
|
2024
Q1 | $27.2K | Buy |
+291
| New | +$27.2K | 0.01% | 435 |
|