FourThought Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $87K | Buy |
1,356
+30
| +2% | +$1.93K | 0.01% | 469 |
|
|
2022
Q2 | $109K | Sell |
1,326
-681
| -34% | -$56K | 0.02% | 418 |
|
|
2022
Q1 | $193K | Sell |
2,007
-657
| -25% | -$63.2K | 0.02% | 341 |
|
|
2021
Q4 | $228K | Sell |
2,664
-538
| -17% | -$46K | 0.03% | 326 |
|
|
2021
Q3 | $263K | Sell |
3,202
-2,098
| -40% | -$172K | 0.04% | 294 |
|
|
2021
Q2 | $440K | Buy |
5,300
+1,045
| +25% | +$86.8K | 0.06% | 227 |
|
|
2021
Q1 | $304K | Buy |
4,255
+87
| +2% | +$6.22K | 0.04% | 283 |
|
|
2020
Q4 | $269K | Buy |
+4,168
| New | +$269K | 0.04% | 287 |
|