American Portfolios Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $187K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $245K | Sell |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $913K | Buy |
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|
2019
Q3 | $984K | Buy |
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|
2019
Q2 | $880K | Buy |
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|
2019
Q1 | $724K | Buy |
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|
2018
Q4 | $507K | Buy |
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|
2018
Q3 | $435K | Buy |
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|
2018
Q2 | $332K | Buy |
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|
2018
Q1 | $33K | Sell |
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|
2017
Q4 | $73.9K | Buy |
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