Essex Private Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,038
| Closed | -$502K | – | 67 |
|
|
2021
Q2 | $502K | Sell |
6,038
-182
| -3% | -$15.1K | 0.46% | 40 |
|
|
2021
Q1 | $446K | Sell |
6,220
-330
| -5% | -$23.7K | 0.43% | 43 |
|
|
2020
Q4 | $423K | Sell |
6,550
-2,885
| -31% | -$186K | 0.41% | 42 |
|
|
2020
Q3 | $519K | Buy |
9,435
+42
| +0.4% | +$2.31K | 0.54% | 37 |
|
|
2020
Q2 | $486K | Buy |
9,393
+45
| +0.5% | +$2.33K | 0.56% | 35 |
|
|
2020
Q1 | $427K | Sell |
9,348
-44
| -0.5% | -$2.01K | 0.56% | 34 |
|
|
2019
Q4 | $768K | Buy |
+9,392
| New | +$768K | 0.78% | 30 |
|