American Research & Management Company’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 | $367K | Hold |
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|
2022
Q2 | $469K | Hold |
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|
2022
Q1 | $548K | Sell |
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|
2021
Q4 | $515K | Hold |
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|
2021
Q3 | $494K | Hold |
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|
2021
Q2 | $499K | Hold |
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|
2021
Q1 | $430K | Sell |
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|
2020
Q4 | $409K | Sell |
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|
2020
Q3 | $349K | Hold |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $304K | Sell |
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|
2019
Q4 | $552K | Hold |
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|
2019
Q3 | $612K | Hold |
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|
2019
Q2 | $550K | Hold |
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|
2019
Q1 | $523K | Hold |
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|
2018
Q4 | $468K | Sell |
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|
2018
Q3 | $498K | Hold |
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|
2018
Q2 | $486K | Buy |
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|
2018
Q1 | $416K | Sell |
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|
2017
Q4 | $519K | Buy |
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|
2017
Q3 | $544K | Sell |
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|
2017
Q2 | $897K | Buy |
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|
2017
Q1 | $549K | Hold |
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|
2016
Q4 | $518K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $529K | Sell |
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|
2016
Q1 | $489K | Sell |
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|
2015
Q4 | $493K | Sell |
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|
2015
Q3 | $558K | Buy |
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|
2015
Q2 | $410K | Hold |
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|
2015
Q1 | $483K | Buy |
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|
2014
Q4 | $125K | Hold |
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|
2014
Q3 | $103K | Buy |
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|
2014
Q2 | $85K | Buy |
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|
2014
Q1 | $69K | Hold |
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|
2013
Q4 | $62K | Buy |
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|
2013
Q3 | $58K | Hold |
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|
2013
Q2 | $62K | Buy |
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