Bedel Financial Consulting’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,153
| Closed | -$111K | – | 917 |
|
|
2022
Q1 | $111K | Hold |
1,153
| – | – | 0.03% | 258 |
|
|
2021
Q4 | $99K | Sell |
1,153
-2
| -0.2% | -$172 | 0.03% | 287 |
|
|
2021
Q3 | $95K | Hold |
1,155
| – | – | 0.03% | 281 |
|
|
2021
Q2 | $96K | Buy |
1,155
+123
| +12% | +$10.2K | 0.03% | 282 |
|
|
2021
Q1 | $74K | Hold |
1,032
| – | – | 0.03% | 311 |
|
|
2020
Q4 | $67K | Hold |
1,032
| – | – | 0.03% | 278 |
|
|
2020
Q3 | $57K | Buy |
1,032
+990
| +2,357% | +$54.7K | 0.03% | 285 |
|
|
2020
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 713 |
|
|
2020
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 707 |
|
|
2019
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 662 |
|
|
2019
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 599 |
|
|
2019
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 629 |
|
|
2019
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 626 |
|
|
2018
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 592 |
|
|
2018
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 628 |
|
|
2018
Q2 | $3K | Sell |
42
-45
| -52% | -$3.21K | ﹤0.01% | 601 |
|
|
2018
Q1 | $5K | Buy |
+87
| New | +$5K | ﹤0.01% | 552 |
|