Scotia Capital’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 | $219K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $385K | Buy |
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|
2020
Q3 | $323K | Sell |
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|
2020
Q2 | $437K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $547K | Sell |
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|
2019
Q2 | $505K | Sell |
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|
2019
Q1 | $498K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $234K | Buy |
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|
2017
Q2 | $241K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $370K | Buy |
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|
2016
Q2 | $373K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $514K | Hold |
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|
2015
Q3 | $515K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $347K | Buy |
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|
2013
Q2 | $333K | Buy |
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