AGF Investments Inc’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $696K | Hold |
10,823
| – | – | 0.01% | 374 |
|
|
2022
Q2 | $891K | Hold |
10,823
| – | – | 0.01% | 355 |
|
|
2022
Q1 | $1.04M | Buy |
10,823
+1,214
| +13% | +$117K | 0.01% | 368 |
|
|
2021
Q4 | $824K | Hold |
9,609
| – | – | 0.01% | 447 |
|
|
2021
Q3 | $792K | Hold |
9,609
| – | – | 0.01% | 439 |
|
|
2021
Q2 | $799K | Buy |
+9,609
| New | +$799K | 0.01% | 446 |
|
|
2021
Q1 | – | Sell |
-6,093
| Closed | -$394K | – | 777 |
|
|
2020
Q4 | $394K | Hold |
6,093
| – | – | ﹤0.01% | 497 |
|
|
2020
Q3 | $336K | Sell |
6,093
-13,664
| -69% | -$754K | ﹤0.01% | 549 |
|
|
2020
Q2 | $1.02M | Buy |
19,757
+12,735
| +181% | +$659K | 0.01% | 355 |
|
|
2020
Q1 | $321K | Buy |
+7,022
| New | +$321K | ﹤0.01% | 440 |
|