Antonetti Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-695
| Closed | -$45.6K | – | 363 |
|
|
2022
Q4 | $45.6K | Hold |
695
| – | – | 0.06% | 105 |
|
|
2022
Q3 | $45K | Hold |
695
| – | – | 0.05% | 105 |
|
|
2022
Q2 | $57K | Hold |
695
| – | – | 0.06% | 95 |
|
|
2022
Q1 | $67K | Hold |
695
| – | – | 0.06% | 99 |
|
|
2021
Q4 | $60K | Hold |
695
| – | – | 0.05% | 146 |
|
|
2021
Q3 | $57K | Buy |
+695
| New | +$57K | 0.05% | 148 |
|