Clear Creek Financial Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-10,178
Closed -$657K 265
2020
Q4
$657K Buy
+10,178
New +$657K 0.13% 157
2020
Q3
Sell
-4,735
Closed -$245K 262
2020
Q2
$245K Buy
+4,735
New +$245K 0.06% 204