Aevitas Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.19M | Sell |
|
|||||
|
2022
Q3 | $1.24M | Sell |
|
|||||
|
2022
Q2 | $1.62M | Buy |
|
|||||
|
2022
Q1 | $1.84M | Sell |
|
|||||
|
2021
Q4 | $1.65M | Buy |
|
|||||
|
2021
Q3 | $1.58M | Buy |
|
|||||
|
2021
Q2 | $1.59M | Buy |
|
|||||
|
2021
Q1 | $1.37M | Buy |
|
|||||
|
2020
Q4 | $1.23M | Sell |
|
|||||
|
2020
Q3 | $1.13M | Buy |
|
|||||
|
2020
Q2 | $1.06M | Sell |
|
|||||
|
2020
Q1 | $940K | Sell |
|
|||||
|
2019
Q4 | $1.69M | Buy |
|
|||||
|
2019
Q3 | $1.87M | Sell |
|
|||||
|
2019
Q2 | $1.73M | Buy |
|
|||||
|
2019
Q1 | $1.54M | Sell |
|
|||||
|
2018
Q4 | $1.41M | Buy |
|
|||||
|
2018
Q3 | $1.3M | Sell |
|
|||||
|
2018
Q2 | $1.29M | Sell |
|
|||||
|
2018
Q1 | $1.23M | Buy |
|
|||||
|
2017
Q4 | $1.42M | Buy |
|