HL Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $487K | Buy |
6,280
+413
| +7% | +$31K | 0.01% | 514 |
|
|
2018
Q4 | $407K | Sell |
5,867
-87
| -1% | -$5.92K | 0.01% | 539 |
|
|
2018
Q3 | $383K | Buy |
+5,954
| New | +$385K | 0.01% | 589 |
|
|
2018
Q1 | – | Sell |
-4,256
| Closed | -$271K | – | 720 |
|
|
2017
Q4 | $271K | Sell |
4,256
-38
| -0.9% | -$2.55K | 0.01% | 530 |
|
|
2017
Q3 | $302K | Sell |
4,294
-3,315
| -44% | -$241K | 0.01% | 574 |
|
|
2017
Q2 | $570K | Buy |
7,609
+340
| +5% | +$24.9K | 0.01% | 445 |
|
|
2017
Q1 | $515K | Sell |
7,269
-350
| -5% | -$23.6K | 0.01% | 449 |
|
|
2016
Q4 | $510K | Buy |
7,619
+3,576
| +88% | +$237K | 0.01% | 438 |
|
|
2016
Q3 | $302K | Buy |
4,043
+9
| +0.2% | +$689 | 0.01% | 535 |
|
|
2016
Q2 | $307K | Sell |
4,034
-86
| -2% | -$6.11K | 0.01% | 531 |
|
|
2016
Q1 | $286K | Sell |
4,120
-1,932
| -32% | -$125K | 0.01% | 534 |
|
|
2015
Q4 | $412K | Sell |
6,052
-180
| -3% | -$11.7K | 0.01% | 486 |
|
|
2015
Q3 | $422K | Sell |
6,232
-160
| -3% | -$10.7K | 0.01% | 460 |
|
|
2015
Q2 | $420K | Buy |
6,392
+100
| +2% | +$7.17K | 0.01% | 489 |
|
|
2015
Q1 | $487K | Sell |
6,292
-1,877
| -23% | -$148K | 0.01% | 467 |
|
|
2014
Q4 | $618K | Sell |
8,169
-31
| -0.4% | -$2.21K | 0.02% | 380 |
|
|
2014
Q3 | $511K | Buy |
8,200
+971
| +13% | +$62.6K | 0.01% | 410 |
|
|
2014
Q2 | $453K | Sell |
7,229
-3,016
| -29% | -$190K | 0.01% | 441 |
|
|
2014
Q1 | $611K | Buy |
10,245
+1,956
| +24% | +$112K | 0.02% | 351 |
|
|
2013
Q4 | $444K | Sell |
8,289
-10
| -0.1% | -$595 | 0.01% | 415 |
|
|
2013
Q3 | $518K | Sell |
8,299
-3,761
| -31% | -$239K | 0.02% | 346 |
|
|
2013
Q2 | $808K | Buy |
+12,060
| New | +$857K | 0.03% | 245 |
|
Other funds holding WELL
PI
