Sageworth Trust’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 | $796K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $5K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $21K | Buy |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $22K | Buy |
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