Canandaigua National Corp’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 |
-4,308
| Closed | -$369K | – | 294 |
|
|
2021
Q4 | $369K | Buy |
4,308
+7
| +0.2% | +$600 | 0.05% | 207 |
|
|
2021
Q3 | $354K | Buy |
4,301
+574
| +15% | +$47.2K | 0.06% | 203 |
|
|
2021
Q2 | $310K | Sell |
3,727
-20
| -0.5% | -$1.66K | 0.05% | 211 |
|
|
2021
Q1 | $268K | Sell |
3,747
-443
| -11% | -$31.7K | 0.05% | 229 |
|
|
2020
Q4 | $271K | Sell |
4,190
-692
| -14% | -$44.8K | 0.05% | 222 |
|
|
2020
Q3 | $269K | Sell |
4,882
-109
| -2% | -$6.01K | 0.05% | 215 |
|
|
2020
Q2 | $258K | Buy |
+4,991
| New | +$258K | 0.05% | 221 |
|