Hartford Financial Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$55K | – | 360 |
|
|
2020
Q3 | $55K | Hold |
1,000
| – | – | 0.02% | 185 |
|
|
2020
Q2 | $52K | Hold |
1,000
| – | – | 0.02% | 190 |
|
|
2020
Q1 | $46K | Sell |
1,000
-600
| -38% | -$27.6K | 0.02% | 190 |
|
|
2019
Q4 | $131K | Hold |
1,600
| – | – | 0.04% | 167 |
|
|
2019
Q3 | $145K | Hold |
1,600
| – | – | 0.05% | 168 |
|
|
2019
Q2 | $130K | Hold |
1,600
| – | – | 0.04% | 170 |
|
|
2019
Q1 | $124K | Hold |
1,600
| – | – | 0.04% | 172 |
|
|
2018
Q4 | $111K | Hold |
1,600
| – | – | 0.04% | 178 |
|
|
2018
Q3 | $103K | Hold |
1,600
| – | – | 0.03% | 192 |
|
|
2018
Q2 | $100K | Hold |
1,600
| – | – | 0.04% | 192 |
|
|
2018
Q1 | $87K | Hold |
1,600
| – | – | 0.04% | 162 |
|
|
2017
Q4 | $102K | Hold |
1,600
| – | – | 0.05% | 157 |
|
|
2017
Q3 | $112K | Hold |
1,600
| – | – | 0.06% | 150 |
|
|
2017
Q2 | $119K | Hold |
1,600
| – | – | 0.05% | 154 |
|
|
2017
Q1 | $113K | Hold |
1,600
| – | – | 0.07% | 143 |
|
|
2016
Q4 | $107K | Hold |
1,600
| – | – | 0.06% | 137 |
|
|
2016
Q3 | $119K | Buy |
+1,600
| New | +$119K | 0.07% | 138 |
|
|
2013
Q4 | – | Sell |
-1,600
| Closed | -$99K | – | 265 |
|
|
2013
Q3 | $99K | Hold |
1,600
| – | – | 0.07% | 135 |
|
|
2013
Q2 | $107K | Buy |
+1,600
| New | +$107K | 0.07% | 128 |
|