Community Bank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$14.3K | – | 463 |
|
|
2023
Q1 | $14.3K | Hold |
200
| – | – | ﹤0.01% | 352 |
|
|
2022
Q4 | $13.1K | Hold |
200
| – | – | ﹤0.01% | 366 |
|
|
2022
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
|
2022
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 346 |
|
|
2022
Q1 | $19K | Hold |
200
| – | – | ﹤0.01% | 343 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 353 |
|
|
2021
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 366 |
|
|
2021
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 382 |
|
|
2020
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 372 |
|
|
2020
Q3 | $11K | Sell |
200
-120
| -38% | -$6.6K | ﹤0.01% | 378 |
|
|
2020
Q2 | $16K | Buy |
320
+120
| +60% | +$6K | ﹤0.01% | 359 |
|
|
2020
Q1 | $9K | Sell |
200
-48
| -19% | -$2.16K | ﹤0.01% | 346 |
|
|
2019
Q4 | $20K | Buy |
248
+48
| +24% | +$3.87K | ﹤0.01% | 327 |
|
|
2019
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 326 |
|
|
2019
Q2 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 340 |
|
|
2016
Q3 | – | Sell |
-600
| Closed | -$46K | – | 483 |
|
|
2016
Q2 | $46K | Buy |
+600
| New | +$46K | 0.01% | 247 |
|