Global Financial Private Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5K | Sell |
94
-77,504
| -100% | -$4.12M | ﹤0.01% | 320 |
|
|
2020
Q1 | $3.56M | Buy |
77,598
+3,693
| +5% | +$169K | 0.23% | 109 |
|
|
2019
Q4 | $6.04M | Sell |
73,905
-8,245
| -10% | -$674K | 0.3% | 90 |
|
|
2019
Q3 | $7.45M | Sell |
82,150
-10,905
| -12% | -$989K | 0.38% | 77 |
|
|
2019
Q2 | $7.59M | Sell |
93,055
-13,175
| -12% | -$1.07M | 0.37% | 84 |
|
|
2019
Q1 | $8.24M | Sell |
106,230
-5,398
| -5% | -$419K | 0.39% | 75 |
|
|
2018
Q4 | $7.75M | Sell |
111,628
-36,324
| -25% | -$2.52M | 0.42% | 70 |
|
|
2018
Q3 | $9.52M | Sell |
147,952
-40,068
| -21% | -$2.58M | 0.34% | 74 |
|
|
2018
Q2 | $11.8M | Sell |
188,020
-29,342
| -13% | -$1.84M | 0.4% | 69 |
|
|
2018
Q1 | $11.8M | Buy |
217,362
+17,734
| +9% | +$965K | 0.41% | 68 |
|
|
2017
Q4 | $12.7M | Sell |
199,628
-7,741
| -4% | -$494K | 0.44% | 67 |
|
|
2017
Q3 | $14.6M | Buy |
207,369
+13,272
| +7% | +$933K | 0.52% | 58 |
|
|
2017
Q2 | $14.5M | Buy |
+194,097
| New | +$14.5M | 0.7% | 49 |
|