Advisor Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $972K | Buy |
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|
2020
Q4 | $874K | Sell |
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|
2020
Q3 | $788K | Buy |
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|
2020
Q2 | $665K | Buy |
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|
2020
Q1 | $498K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $971K | Buy |
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|
2019
Q1 | $923K | Buy |
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|
2018
Q4 | $782K | Buy |
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|
2018
Q3 | $619K | Buy |
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|
2018
Q2 | $565K | Buy |
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|
2018
Q1 | $426K | Buy |
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|
2017
Q4 | $373K | Buy |
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|
2017
Q3 | $426K | Buy |
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|
2017
Q2 | $449K | Buy |
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|
2017
Q1 | $364K | Buy |
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|
2016
Q4 | $326K | Buy |
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|
2016
Q3 | $294K | Buy |
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|
2016
Q2 | $240K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $274K | Buy |
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