HighTower Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $402K | Hold |
5,925
| – | – | 0.04% | 166 |
|
|
2022
Q4 | $384K | Buy |
5,925
+39
| +0.7% | +$2.53K | 0.04% | 167 |
|
|
2022
Q3 | $379K | Buy |
+5,886
| New | +$379K | 0.04% | 163 |
|
|
2022
Q2 | – | Sell |
-5,752
| Closed | -$553K | – | 325 |
|
|
2022
Q1 | $553K | Sell |
5,752
-36
| -0.6% | -$3.46K | 0.05% | 152 |
|
|
2021
Q4 | $496K | Buy |
+5,788
| New | +$496K | 0.05% | 155 |
|
|
2017
Q3 | – | Sell |
-5,140
| Closed | -$385K | – | 141 |
|
|
2017
Q2 | $385K | Buy |
5,140
+700
| +16% | +$52.4K | 0.04% | 100 |
|
|
2017
Q1 | $314K | Buy |
+4,440
| New | +$314K | 0.04% | 127 |
|