Strategic Blueprint’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,802
| Closed | -$276K | – | 738 |
|
|
2025
Q1 | $276K | Sell |
1,802
-89
| -5% | -$13.6K | 0.02% | 559 |
|
|
2024
Q4 | $238K | Buy |
1,891
+3
| +0.2% | +$378 | 0.01% | 587 |
|
|
2024
Q3 | $242K | Sell |
1,888
-97
| -5% | -$12.4K | 0.02% | 570 |
|
|
2024
Q2 | $207K | Sell |
1,985
-191
| -9% | -$19.9K | 0.01% | 580 |
|
|
2024
Q1 | $203K | Buy |
+2,176
| New | +$203K | 0.01% | 581 |
|
|
2022
Q2 | – | Sell |
-2,212
| Closed | -$213K | – | 541 |
|
|
2022
Q1 | $213K | Buy |
+2,212
| New | +$213K | 0.02% | 467 |
|
|
2021
Q3 | – | Sell |
-194
| Closed | -$16K | – | 1298 |
|
|
2021
Q2 | $16K | Buy |
+194
| New | +$16K | ﹤0.01% | 850 |
|
|
2019
Q4 | – | Sell |
-300
| Closed | -$27K | – | 429 |
|
|
2019
Q3 | $27K | Buy |
+300
| New | +$27K | 0.02% | 204 |
|