Truvestments Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7K | Sell |
245
-26
| -10% | -$4K | 0.01% | 441 |
|
|
2025
Q1 | $41.5K | Buy |
+271
| New | +$41.5K | 0.01% | 426 |
|
|
2020
Q2 | – | Sell |
-780
| Closed | -$35K | – | 627 |
|
|
2020
Q1 | $35K | Buy |
+780
| New | +$35K | 0.04% | 210 |
|
|
2019
Q4 | – | Sell |
-927
| Closed | -$84K | – | 589 |
|
|
2019
Q3 | $84K | Buy |
927
+93
| +11% | +$8.43K | 0.05% | 191 |
|
|
2019
Q2 | $68K | Sell |
834
-118
| -12% | -$9.62K | 0.05% | 230 |
|
|
2019
Q1 | $74K | Buy |
+952
| New | +$74K | 0.06% | 194 |
|
|
2018
Q3 | $77K | Buy |
+1,202
| New | +$77K | 0.04% | 299 |
|