HAP Trading’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | – | – | 646 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 700 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1290 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1440 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 759 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 687 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 710 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 607 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 619 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 617 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 623 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 539 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 585 |
|
|
2014
Q4 | – | Sell |
-14,976
| Closed | -$934K | – | 629 |
|
|
2014
Q3 | $934K | Sell |
14,976
-6,441
| -30% | -$402K | 0.04% | 272 |
|
|
2014
Q2 | $1.34M | Buy |
+21,417
| New | +$1.34M | 0.05% | 196 |
|