Trifecta Capital 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 | $2.31K | Hold |
15
| – | – | ﹤0.01% | 325 |
|
|
2025
Q1 | $2.3K | Hold |
15
| – | – | ﹤0.01% | 295 |
|
|
2024
Q4 | $1.89K | Hold |
15
| – | – | ﹤0.01% | 309 |
|
|
2024
Q3 | $1.92K | Hold |
15
| – | – | ﹤0.01% | 315 |
|
|
2024
Q2 | $1.56K | Hold |
15
| – | – | ﹤0.01% | 336 |
|
|
2024
Q1 | $1.4K | Hold |
15
| – | – | ﹤0.01% | 342 |
|
|
2023
Q4 | $1.35K | Buy |
+15
| New | +$1.35K | ﹤0.01% | 369 |
|