Allred Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,181
| Closed | -$84.6K | – | 765 |
|
|
2021
Q1 | $84.6K | Buy |
+1,181
| New | +$84.6K | 0.04% | 292 |
|
|
2020
Q1 | – | Sell |
-2,719
| Closed | -$222K | – | 719 |
|
|
2019
Q4 | $222K | Sell |
2,719
-1,503
| -36% | -$123K | 0.12% | 141 |
|
|
2019
Q3 | $377K | Sell |
4,222
-194
| -4% | -$17.3K | 0.23% | 107 |
|
|
2019
Q2 | $371K | Sell |
4,416
-13
| -0.3% | -$1.09K | 0.21% | 119 |
|
|
2019
Q1 | $344K | Buy |
4,429
+2
| +0% | +$155 | 0.2% | 131 |
|
|
2018
Q4 | $307K | Buy |
+4,427
| New | +$307K | 0.21% | 124 |
|