AWM
Aevitas Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.19M | Sell |
18,108
-1,236
| -6% | -$81K | 0.7% | 38 |
|
|
2022
Q3 | $1.24M | Sell |
19,344
-286
| -1% | -$18.4K | 0.93% | 32 |
|
|
2022
Q2 | $1.62M | Buy |
19,630
+537
| +3% | +$44.2K | 1.09% | 27 |
|
|
2022
Q1 | $1.84M | Sell |
19,093
-179
| -0.9% | -$17.2K | 1.12% | 23 |
|
|
2021
Q4 | $1.65M | Buy |
19,272
+41
| +0.2% | +$3.52K | 0.98% | 28 |
|
|
2021
Q3 | $1.59M | Buy |
19,231
+42
| +0.2% | +$3.46K | 1.01% | 26 |
|
|
2021
Q2 | $1.6M | Buy |
19,189
+46
| +0.2% | +$3.82K | 1.02% | 29 |
|
|
2021
Q1 | $1.37M | Buy |
19,143
+49
| +0.3% | +$3.51K | 0.96% | 31 |
|
|
2020
Q4 | $1.23M | Sell |
19,094
-1,375
| -7% | -$88.9K | 0.9% | 32 |
|
|
2020
Q3 | $1.13M | Buy |
20,469
+67
| +0.3% | +$3.69K | 0.93% | 30 |
|
|
2020
Q2 | $1.06M | Sell |
20,402
-129
| -0.6% | -$6.68K | 0.98% | 26 |
|
|
2020
Q1 | $940K | Sell |
20,531
-119
| -0.6% | -$5.45K | 1.05% | 26 |
|
|
2019
Q4 | $1.69M | Buy |
20,650
+63
| +0.3% | +$5.15K | 1.59% | 19 |
|
|
2019
Q3 | $1.87M | Sell |
20,587
-590
| -3% | -$53.5K | 1.87% | 12 |
|
|
2019
Q2 | $1.73M | Buy |
21,177
+1,304
| +7% | +$106K | 1.74% | 15 |
|
|
2019
Q1 | $1.54M | Sell |
19,873
-480
| -2% | -$37.2K | 1.37% | 19 |
|
|
2018
Q4 | $1.41M | Buy |
20,353
+67
| +0.3% | +$4.65K | 1.45% | 17 |
|
|
2018
Q3 | $1.31M | Sell |
20,286
-379
| -2% | -$24.4K | 1.18% | 19 |
|
|
2018
Q2 | $1.3M | Sell |
20,665
-1,907
| -8% | -$120K | 1.26% | 21 |
|
|
2018
Q1 | $1.23M | Buy |
22,572
+255
| +1% | +$13.9K | 1.23% | 22 |
|
|
2017
Q4 | $1.42M | Buy |
+22,317
| New | +$1.42M | 1.35% | 20 |
|