CSat Investment Advisory’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $26K | Buy |
360
+21
| +6% | +$1.52K | 0.02% | 329 |
|
|
2020
Q4 | $22K | Sell |
339
-1,265
| -79% | -$82.1K | 0.02% | 316 |
|
|
2020
Q3 | $88K | Buy |
1,604
+104
| +7% | +$5.71K | 0.01% | 517 |
|
|
2020
Q2 | $77K | Buy |
1,500
+452
| +43% | +$23.2K | 0.01% | 565 |
|
|
2020
Q1 | $48K | Buy |
1,048
+107
| +11% | +$4.9K | 0.01% | 535 |
|
|
2019
Q4 | $77K | Buy |
941
+190
| +25% | +$15.5K | 0.02% | 438 |
|
|
2019
Q3 | $68K | Buy |
751
+48
| +7% | +$4.35K | 0.02% | 400 |
|
|
2019
Q2 | $57K | Buy |
703
+570
| +429% | +$46.2K | 0.02% | 436 |
|
|
2019
Q1 | $10K | Buy |
133
+4
| +3% | +$301 | 0.01% | 431 |
|
|
2018
Q4 | $9K | Buy |
129
+3
| +2% | +$209 | 0.01% | 428 |
|
|
2018
Q3 | $8K | Sell |
126
-12
| -9% | -$762 | ﹤0.01% | 419 |
|
|
2018
Q2 | $9K | Buy |
+138
| New | +$9K | ﹤0.01% | 380 |
|