Bluefin Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,300
| Closed | -$540K | – | 645 |
|
|
2021
Q4 | $540K | Buy |
+6,300
| New | +$540K | 0.04% | 274 |
|
|
2020
Q1 | – | Sell |
-10,736
| Closed | -$878K | – | 432 |
|
|
2019
Q4 | $878K | Buy |
+10,736
| New | +$878K | 0.06% | 215 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 457 |
|
|
2014
Q4 | – | Sell |
-13,783
| Closed | -$860K | – | 561 |
|
|
2014
Q3 | $860K | Buy |
+13,783
| New | +$860K | 0.05% | 252 |
|