Colony Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.25M | Hold |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $950K | Buy |
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|
2020
Q3 | $704K | Sell |
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|
2020
Q2 | $700K | Buy |
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|
2020
Q1 | $573K | Sell |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $916K | Sell |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $726K | Buy |
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|
2018
Q3 | $671K | Sell |
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|
2018
Q2 | $782K | Sell |
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|
2018
Q1 | $1.43M | Buy |
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