FormulaFolio Investments’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 |
-3,709
| Closed | -$240K | – | 810 |
|
|
2020
Q4 | $240K | Sell |
3,709
-491
| -12% | -$31.8K | 0.01% | 584 |
|
|
2020
Q3 | $231K | Sell |
4,200
-557
| -12% | -$30.6K | 0.01% | 285 |
|
|
2020
Q2 | $246K | Sell |
4,757
-340
| -7% | -$17.6K | 0.01% | 255 |
|
|
2020
Q1 | $233K | Buy |
5,097
+43
| +0.9% | +$1.97K | 0.01% | 253 |
|
|
2019
Q4 | $413K | Buy |
5,054
+1,577
| +45% | +$129K | 0.01% | 256 |
|
|
2019
Q3 | $315K | Buy |
+3,477
| New | +$315K | 0.01% | 275 |
|