Certified Advisory Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,036
| Closed | -$74K | – | 742 |
|
|
2021
Q1 | $74K | Buy |
+1,036
| New | +$74K | 0.02% | 293 |
|
|
2020
Q2 | $53K | Buy |
1,033
+2
| +0.2% | +$103 | 0.02% | 301 |
|
|
2020
Q1 | $47K | Buy |
1,031
+1
| +0.1% | +$46 | 0.02% | 289 |
|
|
2019
Q4 | $84K | Buy |
1,030
+1
| +0.1% | +$82 | 0.03% | 251 |
|
|
2019
Q3 | $93K | Buy |
1,029
+1
| +0.1% | +$90 | 0.03% | 243 |
|
|
2019
Q2 | $84K | Buy |
1,028
+1
| +0.1% | +$82 | 0.03% | 252 |
|
|
2019
Q1 | $80K | Buy |
1,027
+2
| +0.2% | +$156 | 0.03% | 238 |
|
|
2018
Q4 | $71K | Buy |
1,025
+1
| +0.1% | +$69 | 0.04% | 235 |
|
|
2018
Q3 | $66K | Buy |
1,024
+2
| +0.2% | +$129 | 0.03% | 258 |
|
|
2018
Q2 | $64K | Buy |
1,022
+2
| +0.2% | +$125 | 0.04% | 246 |
|
|
2018
Q1 | $55K | Sell |
1,020
-248
| -20% | -$13.4K | 0.03% | 255 |
|
|
2017
Q4 | $80K | Buy |
+1,268
| New | +$80K | 0.06% | 180 |
|