ARS Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $391K | Hold |
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|
2021
Q1 | $337K | Hold |
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|
2020
Q4 | $304K | Hold |
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|
2020
Q3 | $259K | Hold |
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|
2020
Q2 | $244K | Hold |
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|
2020
Q1 | $216K | Buy |
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|
2019
Q4 | $377K | Hold |
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|
2019
Q3 | $418K | Sell |
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|
2019
Q2 | $449K | Sell |
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|
2019
Q1 | $428K | Sell |
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|
2018
Q4 | $453K | Sell |
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|
2018
Q3 | $430K | Sell |
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|
2018
Q2 | $457K | Sell |
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|
2018
Q1 | $421K | Sell |
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|
2017
Q4 | $671K | Sell |
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|
2017
Q3 | $1.31M | Buy |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | $1.27M | Buy |
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|
2016
Q4 | $871K | Buy |
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|
2016
Q3 | $616K | Buy |
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|
2016
Q2 | $482K | Buy |
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|
2016
Q1 | $308K | Hold |
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|
2015
Q4 | $302K | Hold |
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|
2015
Q3 | $301K | Buy |
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