CAN
Cetera Advisor Networks’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.75M | Buy |
50,824
+2,676
| +6% | +$250K | 0.02% | 651 |
|
|
2023
Q4 | $4.34M | Buy |
48,148
+694
| +1% | +$62.6K | 0.02% | 633 |
|
|
2023
Q3 | $3.89M | Buy |
47,454
+2,530
| +6% | +$207K | 0.02% | 624 |
|
|
2023
Q2 | $3.63M | Sell |
44,924
-1,932
| -4% | -$156K | 0.03% | 632 |
|
|
2023
Q1 | $3.36M | Buy |
46,856
+1,480
| +3% | +$106K | 0.02% | 644 |
|
|
2022
Q4 | $2.97M | Buy |
45,376
+8,209
| +22% | +$538K | 0.02% | 646 |
|
|
2022
Q3 | $2.39M | Sell |
37,167
-438
| -1% | -$28.2K | 0.03% | 525 |
|
|
2022
Q2 | $3.1M | Sell |
37,605
-605
| -2% | -$49.8K | 0.04% | 440 |
|
|
2022
Q1 | $3.67M | Sell |
38,210
-693
| -2% | -$66.6K | 0.04% | 413 |
|
|
2021
Q4 | $3.34M | Buy |
38,903
+4,481
| +13% | +$384K | 0.04% | 422 |
|
|
2021
Q3 | $2.84M | Sell |
34,422
-2,892
| -8% | -$238K | 0.04% | 444 |
|
|
2021
Q2 | $3.1M | Buy |
37,314
+25,253
| +209% | +$2.1M | 0.04% | 391 |
|
|
2021
Q1 | $864K | Buy |
12,061
+925
| +8% | +$66.3K | 0.02% | 632 |
|
|
2020
Q4 | $720K | Sell |
11,136
-10
| -0.1% | -$647 | 0.02% | 655 |
|
|
2020
Q3 | $614K | Sell |
11,146
-494
| -4% | -$27.2K | 0.02% | 629 |
|
|
2020
Q2 | $602K | Sell |
11,640
-923
| -7% | -$47.7K | 0.02% | 622 |
|
|
2020
Q1 | $575K | Sell |
12,563
-2,495
| -17% | -$114K | 0.02% | 574 |
|
|
2019
Q4 | $1.23M | Buy |
15,058
+528
| +4% | +$43K | 0.03% | 434 |
|
|
2019
Q3 | $1.33M | Buy |
14,530
+1,328
| +10% | +$121K | 0.04% | 384 |
|
|
2019
Q2 | $1.07M | Buy |
13,202
+1,148
| +10% | +$93.1K | 0.03% | 432 |
|
|
2019
Q1 | $939K | Buy |
12,054
+1,109
| +10% | +$86.4K | 0.03% | 439 |
|
|
2018
Q4 | $760K | Sell |
10,945
-6,662
| -38% | -$463K | 0.03% | 453 |
|
|
2018
Q3 | $1.14M | Buy |
+17,607
| New | +$1.14M | 0.04% | 366 |
|
|
2018
Q2 | – | Sell |
-15,591
| Closed | -$846K | – | 986 |
|
|
2018
Q1 | $846K | Sell |
15,591
-9,783
| -39% | -$531K | 0.04% | 370 |
|
|
2017
Q4 | $1.63M | Sell |
25,374
-2,632
| -9% | -$169K | 0.07% | 242 |
|
|
2017
Q3 | $1.97M | Sell |
28,006
-1,129
| -4% | -$79.5K | 0.09% | 194 |
|
|
2017
Q2 | $2.17M | Sell |
29,135
-2,164
| -7% | -$161K | 0.1% | 179 |
|
|
2017
Q1 | $2.22M | Buy |
31,299
+1,431
| +5% | +$101K | 0.11% | 185 |
|
|
2016
Q4 | $1.99M | Sell |
29,868
-3,783
| -11% | -$252K | 0.1% | 190 |
|
|
2016
Q3 | $2.52M | Buy |
33,651
+11,761
| +54% | +$879K | 0.1% | 194 |
|
|
2016
Q2 | $1.67M | Buy |
21,890
+3,273
| +18% | +$249K | 0.1% | 206 |
|
|
2016
Q1 | $1.29M | Sell |
18,617
-1,516
| -8% | -$105K | 0.08% | 228 |
|
|
2015
Q4 | $1.37M | Buy |
20,133
+1,872
| +10% | +$128K | 0.09% | 220 |
|
|
2015
Q3 | $1.24M | Buy |
18,261
+2,055
| +13% | +$139K | 0.08% | 231 |
|
|
2015
Q2 | $1.25M | Hold |
16,206
| – | – | 0.08% | 248 |
|
|
2015
Q1 | $1.25M | Buy |
+16,206
| New | +$1.25M | 0.08% | 249 |
|
|
2014
Q4 | – | Sell |
-26,525
| Closed | -$1.66M | – | 879 |
|
|
2014
Q3 | $1.66M | Sell |
26,525
-405
| -2% | -$25.3K | 0.11% | 188 |
|
|
2014
Q2 | $1.7M | Buy |
26,930
+14,334
| +114% | +$902K | 0.11% | 199 |
|
|
2014
Q1 | $751K | Buy |
12,596
+3,192
| +34% | +$190K | 0.05% | 343 |
|
|
2013
Q4 | $503K | Buy |
9,404
+1,845
| +24% | +$98.7K | 0.04% | 404 |
|
|
2013
Q3 | $471K | Buy |
7,559
+971
| +15% | +$60.5K | 0.04% | 368 |
|
|
2013
Q2 | $443K | Buy |
+6,588
| New | +$443K | 0.04% | 342 |
|