Highlander Capital Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-500
Closed -$40K 940
2023
Q2
$40K Hold
500
0.02% 352
2023
Q1
$36K Hold
500
0.02% 352
2022
Q4
$33K Hold
500
0.02% 341
2022
Q3
$32K Hold
500
0.02% 331
2022
Q2
$41K Hold
500
0.02% 316
2022
Q1
$48K Hold
500
0.02% 309
2021
Q4
$43K Hold
500
0.02% 307
2021
Q3
$41K Hold
500
0.02% 307
2021
Q2
$42K Hold
500
0.02% 317
2021
Q1
$36K Hold
500
0.02% 328
2020
Q4
$32K Hold
500
0.02% 348
2020
Q3
$28K Hold
500
0.02% 360
2020
Q2
$26K Hold
500
0.02% 367
2020
Q1
$23K Hold
500
0.02% 380
2019
Q4
$41K Hold
500
0.02% 329
2019
Q3
$45K Hold
500
0.03% 317
2019
Q2
$41K Hold
500
0.02% 343
2019
Q1
$39K Hold
500
0.02% 361
2018
Q4
$34K Hold
500
0.02% 360
2018
Q3
$32K Hold
500
0.02% 420
2018
Q2
$31K Hold
500
0.02% 423
2018
Q1
$26K Hold
500
0.02% 447
2017
Q4
$32K Hold
500
0.02% 415
2017
Q3
$35K Hold
500
0.03% 404
2017
Q2
$38K Hold
500
0.03% 396
2017
Q1
$35K Hold
500
0.03% 407
2016
Q4
$33K Hold
500
0.03% 421
2016
Q3
$37K Hold
500
0.03% 411
2016
Q2
$38K Hold
500
0.03% 409
2016
Q1
$35K Hold
500
0.03% 422
2015
Q4
$34K Hold
500
0.03% 432
2015
Q3
$33K Hold
500
0.03% 446
2015
Q2
$33K Hold
500
0.03% 445
2015
Q1
$39K Hold
500
0.03% 431
2014
Q4
$38K Hold
500
0.03% 435
2014
Q3
$31.2K Hold
500
0.03% 440
2014
Q2
$31.3K Hold
500
0.03% 439
2014
Q1
$29.8K Hold
500
0.03% 442
2013
Q4
$26.8K Hold
500
0.03% 454
2013
Q3
$31.2K Hold
500
0.03% 421
2013
Q2
$33.5K Buy
+500
New +$33.5K 0.04% 406