Capitolis Advisors’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 |
-815,720
| Closed | -$70M | – | 496 |
|
|
2021
Q4 | $70M | Buy |
+815,720
| New | +$70M | 0.42% | 53 |
|
|
2021
Q2 | – | Sell |
-148,158
| Closed | -$10.6M | – | 475 |
|
|
2021
Q1 | $10.6M | Sell |
148,158
-149,948
| -50% | -$10.7M | 0.18% | 119 |
|
|
2020
Q4 | $19.3M | Buy |
+298,106
| New | +$19.3M | 0.32% | 73 |
|