Fulton Bank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-25,439
| Closed | -$1.17M | – | 432 |
|
|
2020
Q1 | $1.17M | Buy |
25,439
+4,510
| +22% | +$207K | 0.09% | 166 |
|
|
2019
Q4 | $1.71M | Sell |
20,929
-82
| -0.4% | -$6.71K | 0.11% | 147 |
|
|
2019
Q3 | $1.91M | Buy |
21,011
+10
| +0% | +$907 | 0.13% | 132 |
|
|
2019
Q2 | $1.71M | Buy |
21,001
+670
| +3% | +$54.6K | 0.12% | 145 |
|
|
2019
Q1 | $1.58M | Sell |
20,331
-264
| -1% | -$20.5K | 0.11% | 143 |
|
|
2018
Q4 | $1.43M | Sell |
20,595
-282
| -1% | -$19.6K | 0.11% | 147 |
|
|
2018
Q3 | $1.34M | Sell |
20,877
-740
| -3% | -$47.6K | 0.09% | 173 |
|
|
2018
Q2 | $1.36M | Sell |
21,617
-929
| -4% | -$58.3K | 0.09% | 164 |
|
|
2018
Q1 | $1.23M | Buy |
22,546
+363
| +2% | +$19.8K | 0.09% | 166 |
|
|
2017
Q4 | $1.41M | Sell |
22,183
-1,567
| -7% | -$99.9K | 0.1% | 153 |
|
|
2017
Q3 | $1.67M | Sell |
23,750
-7
| -0% | -$492 | 0.12% | 123 |
|
|
2017
Q2 | $1.78M | Sell |
23,757
-320
| -1% | -$23.9K | 0.14% | 116 |
|
|
2017
Q1 | $1.71M | Sell |
24,077
-1,871
| -7% | -$133K | 0.14% | 118 |
|
|
2016
Q4 | $1.74M | Sell |
25,948
-320
| -1% | -$21.4K | 0.15% | 115 |
|
|
2016
Q3 | $1.97M | Buy |
26,268
+261
| +1% | +$19.5K | 0.18% | 108 |
|
|
2016
Q2 | $1.98M | Buy |
26,007
+1,394
| +6% | +$106K | 0.19% | 108 |
|
|
2016
Q1 | $1.71M | Buy |
24,613
+638
| +3% | +$44.2K | 0.17% | 113 |
|
|
2015
Q4 | $1.63M | Sell |
23,975
-477
| -2% | -$32.5K | 0.17% | 115 |
|
|
2015
Q3 | $1.66M | Buy |
24,452
+120
| +0.5% | +$8.13K | 0.19% | 107 |
|
|
2015
Q2 | $1.6M | Buy |
24,332
+425
| +2% | +$27.9K | 0.17% | 115 |
|
|
2015
Q1 | $1.85M | Buy |
23,907
+823
| +4% | +$63.7K | 0.2% | 102 |
|
|
2014
Q4 | $1.75M | Sell |
23,084
-4
| -0% | -$303 | 0.19% | 101 |
|
|
2014
Q3 | $1.44M | Buy |
23,088
+49
| +0.2% | +$3.06K | 0.16% | 101 |
|
|
2014
Q2 | $1.44M | Buy |
23,039
+11
| +0% | +$689 | 0.16% | 103 |
|
|
2014
Q1 | $1.37M | Sell |
23,028
-1,309
| -5% | -$78K | 0.16% | 112 |
|
|
2013
Q4 | $1.3M | Sell |
24,337
-7,054
| -22% | -$378K | 0.15% | 112 |
|
|
2013
Q3 | $1.96M | Buy |
31,391
+386
| +1% | +$24.1K | 0.23% | 87 |
|
|
2013
Q2 | $2.08M | Buy |
+31,005
| New | +$2.08M | 0.26% | 82 |
|