Abeille Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $35.8M | Sell |
11,172
-1,220
| -10% | -$3.91M | 1.27% | 30 |
|
|
2022
Q3 | $797K | Buy |
12,392
+2,747
| +28% | +$177K | 0.03% | 86 |
|
|
2022
Q2 | $794K | Buy |
9,645
+2,238
| +30% | +$184K | 0.03% | 90 |
|
|
2022
Q1 | $712K | Sell |
7,407
-212
| -3% | -$20.4K | 0.02% | 89 |
|
|
2021
Q4 | $653K | Buy |
+7,619
| New | +$653K | 0.15% | 61 |
|