Strategic Investment 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 | $478K | Buy |
3,111
+279
| +10% | +$42.9K | 0.05% | 165 |
|
|
2025
Q1 | $434K | Buy |
+2,832
| New | +$434K | 0.05% | 179 |
|
|
2020
Q1 | – | Sell |
-3,679
| Closed | -$301K | – | 165 |
|
|
2019
Q4 | $301K | Buy |
3,679
+102
| +3% | +$8.35K | 0.12% | 131 |
|
|
2019
Q3 | $324K | Buy |
3,577
+255
| +8% | +$23.1K | 0.16% | 105 |
|
|
2019
Q2 | $271K | Buy |
3,322
+73
| +2% | +$5.96K | 0.15% | 109 |
|
|
2019
Q1 | $252K | Buy |
3,249
+168
| +5% | +$13K | 0.17% | 104 |
|
|
2018
Q4 | $214K | Buy |
+3,081
| New | +$214K | 0.19% | 104 |
|