Camelot Portfolios’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $104K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1.67M | Buy |
|
|||||
|
2019
Q3 | $552K | Sell |
|
|||||
|
2019
Q2 | $658K | Sell |
|
|||||
|
2019
Q1 | $633K | Sell |
|
|||||
|
2018
Q4 | $710K | Buy |
|
|||||
|
2018
Q3 | $624K | Sell |
|
|||||
|
2018
Q2 | $838K | Buy |
|
|||||
|
2018
Q1 | $664K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $1.76M | Buy |
|
|||||
|
2014
Q3 | $1.45M | Sell |
|
|||||
|
2014
Q2 | $1.48M | Sell |
|
|||||
|
2014
Q1 | $1.45M | Buy |
|
|||||
|
2013
Q4 | $1.04M | Buy |
|
|||||
|
2013
Q3 | $1.11M | Buy |
|
|||||
|
2013
Q2 | $1.14M | Buy |
|