Ameritas Investment Company’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 |
-1,029
| Closed | -$73.7K | – | 2071 |
|
|
2021
Q1 | $73.7K | Buy |
+1,029
| New | +$73.7K | 0.01% | 849 |
|
|
2020
Q2 | – | Sell |
-2,074
| Closed | -$94K | – | 1591 |
|
|
2020
Q1 | $94K | Buy |
2,074
+277
| +15% | +$12.6K | 0.02% | 509 |
|
|
2019
Q4 | $147K | Buy |
1,797
+87
| +5% | +$7.12K | 0.03% | 389 |
|
|
2019
Q3 | $155K | Buy |
+1,710
| New | +$155K | 0.03% | 383 |
|
|
2019
Q2 | – | Sell |
-756
| Closed | -$59K | – | 875 |
|
|
2019
Q1 | $59K | Sell |
756
-3,193
| -81% | -$249K | 0.01% | 413 |
|
|
2018
Q4 | $274K | Buy |
+3,949
| New | +$274K | 0.06% | 244 |
|