American Portfolios Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $187K | Sell |
2,913
-77
| -3% | -$4.95K | 0.01% | 1040 |
|
|
2022
Q2 | $246K | Sell |
2,990
-138
| -4% | -$11.4K | 0.01% | 954 |
|
|
2022
Q1 | $301K | Sell |
3,128
-1
| -0% | -$96 | 0.01% | 972 |
|
|
2021
Q4 | $268K | Sell |
3,129
-115
| -4% | -$9.86K | 0.01% | 1005 |
|
|
2021
Q3 | $267K | Sell |
3,244
-119
| -4% | -$9.81K | 0.01% | 991 |
|
|
2021
Q2 | $279K | Sell |
3,363
-106
| -3% | -$8.81K | 0.01% | 972 |
|
|
2021
Q1 | $248K | Sell |
3,469
-320
| -8% | -$22.9K | 0.01% | 936 |
|
|
2020
Q4 | $245K | Sell |
3,789
-567
| -13% | -$36.6K | 0.01% | 817 |
|
|
2020
Q3 | $240K | Sell |
4,356
-860
| -16% | -$47.4K | 0.01% | 732 |
|
|
2020
Q2 | $270K | Sell |
5,216
-2,643
| -34% | -$137K | 0.02% | 637 |
|
|
2020
Q1 | $360K | Sell |
7,859
-3,301
| -30% | -$151K | 0.03% | 458 |
|
|
2019
Q4 | $913K | Buy |
11,160
+300
| +3% | +$24.5K | 0.06% | 285 |
|
|
2019
Q3 | $984K | Buy |
10,860
+61
| +0.6% | +$5.53K | 0.08% | 241 |
|
|
2019
Q2 | $880K | Buy |
10,799
+1,464
| +16% | +$119K | 0.07% | 260 |
|
|
2019
Q1 | $724K | Buy |
9,335
+2,025
| +28% | +$157K | 0.07% | 269 |
|
|
2018
Q4 | $507K | Buy |
7,310
+541
| +8% | +$37.6K | 0.06% | 276 |
|
|
2018
Q3 | $435K | Buy |
6,769
+1,473
| +28% | +$94.7K | 0.05% | 357 |
|
|
2018
Q2 | $332K | Buy |
5,296
+4,689
| +772% | +$294K | 0.05% | 384 |
|
|
2018
Q1 | $33K | Sell |
607
-551
| -48% | -$30K | ﹤0.01% | 1199 |
|
|
2017
Q4 | $73.9K | Buy |
+1,158
| New | +$73.9K | 0.01% | 846 |
|