Alethea Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,296
| Closed | -$495K | – | 50 |
|
|
2024
Q1 | $495K | Buy |
+5,296
| New | +$495K | 0.4% | 20 |
|
|
2022
Q4 | – | Sell |
-4,191
| Closed | -$270K | – | 60 |
|
|
2022
Q3 | $270K | Buy |
+4,191
| New | +$270K | 0.34% | 42 |
|
|
2019
Q3 | – | Sell |
-12,678
| Closed | -$1.03M | – | 101 |
|
|
2019
Q2 | $1.03M | Buy |
+12,678
| New | +$1.03M | 0.67% | 16 |
|
|
2015
Q3 | – | Sell |
-4,321
| Closed | -$284K | – | 80 |
|
|
2015
Q2 | $284K | Buy |
+4,321
| New | +$284K | 0.44% | 61 |
|