AIA
Armor Investment Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,308
| Closed | -$216K | – | 168 |
|
|
2024
Q1 | $216K | Sell |
2,308
-285
| -11% | -$26.6K | 0.1% | 100 |
|
|
2023
Q4 | $234K | Sell |
2,593
-160
| -6% | -$14.4K | 0.12% | 97 |
|
|
2023
Q3 | $226K | Buy |
2,753
+203
| +8% | +$16.6K | 0.13% | 95 |
|
|
2023
Q2 | $206K | Buy |
+2,550
| New | +$206K | 0.13% | 97 |
|
|
2023
Q1 | – | Sell |
-3,145
| Closed | -$206K | – | 179 |
|
|
2022
Q4 | $206K | Sell |
3,145
-400
| -11% | -$26.2K | 0.13% | 108 |
|
|
2022
Q3 | $228K | Sell |
3,545
-1,260
| -26% | -$81K | 0.16% | 104 |
|
|
2022
Q2 | $396K | Sell |
4,805
-300
| -6% | -$24.7K | 0.26% | 81 |
|
|
2022
Q1 | $491K | Sell |
5,105
-780
| -13% | -$75K | 0.28% | 81 |
|
|
2021
Q4 | $505K | Sell |
5,885
-500
| -8% | -$42.9K | 0.28% | 81 |
|
|
2021
Q3 | $526K | Sell |
6,385
-610
| -9% | -$50.3K | 0.33% | 76 |
|
|
2021
Q2 | $581K | Hold |
6,995
| – | – | 0.35% | 68 |
|
|
2021
Q1 | $501K | Sell |
6,995
-50
| -0.7% | -$3.58K | 0.33% | 72 |
|
|
2020
Q4 | $455K | Hold |
7,045
| – | – | 0.32% | 69 |
|
|
2020
Q3 | $388K | Sell |
7,045
-100
| -1% | -$5.51K | 0.33% | 67 |
|
|
2020
Q2 | $370K | Hold |
7,145
| – | – | 0.32% | 69 |
|
|
2020
Q1 | $327K | Sell |
7,145
-400
| -5% | -$18.3K | 0.33% | 64 |
|
|
2019
Q4 | $617K | Sell |
7,545
-200
| -3% | -$16.4K | 0.48% | 57 |
|
|
2019
Q3 | $702K | Buy |
7,745
+175
| +2% | +$15.9K | 0.57% | 51 |
|
|
2019
Q2 | $617K | Sell |
7,570
-150
| -2% | -$12.2K | 0.52% | 54 |
|
|
2019
Q1 | $599K | Hold |
7,720
| – | – | 0.52% | 57 |
|
|
2018
Q4 | $536K | Hold |
7,720
| – | – | 0.54% | 55 |
|
|
2018
Q3 | $497K | Sell |
7,720
-100
| -1% | -$6.44K | 0.44% | 61 |
|
|
2018
Q2 | $490K | Hold |
7,820
| – | – | 0.44% | 62 |
|
|
2018
Q1 | $426K | Sell |
7,820
-900
| -10% | -$49K | 0.39% | 66 |
|
|
2017
Q4 | $556K | Buy |
8,720
+200
| +2% | +$12.8K | 0.5% | 59 |
|
|
2017
Q3 | $599K | Hold |
8,520
| – | – | 0.57% | 56 |
|
|
2017
Q2 | $638K | Buy |
8,520
+100
| +1% | +$7.49K | 0.63% | 53 |
|
|
2017
Q1 | $596K | Buy |
8,420
+600
| +8% | +$42.5K | 0.59% | 56 |
|
|
2016
Q4 | $523K | Buy |
+7,820
| New | +$523K | 0.54% | 59 |
|