TD Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79K | Hold |
31
| – | – | ﹤0.01% | 504 |
|
|
2025
Q1 | $4.77K | Buy |
31
+26
| +520% | +$4K | ﹤0.01% | 392 |
|
|
2024
Q4 | $641 | Hold |
5
| – | – | ﹤0.01% | 551 |
|
|
2024
Q3 | $648 | Hold |
5
| – | – | ﹤0.01% | 432 |
|
|
2024
Q2 | $524 | Hold |
5
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $467 | Buy |
+5
| New | +$467 | ﹤0.01% | 458 |
|