Scarborough 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 | $41K | Buy |
+267
| New | +$41K | 0.01% | 148 |
|
|
2024
Q3 | – | Sell |
-399
| Closed | -$41.6K | – | 451 |
|
|
2024
Q2 | $41.6K | Buy |
399
+8
| +2% | +$834 | 0.02% | 109 |
|
|
2024
Q1 | $36.6K | Buy |
391
+2
| +0.5% | +$187 | 0.02% | 118 |
|
|
2023
Q4 | $35.1K | Buy |
+389
| New | +$35.1K | 0.01% | 208 |
|