Hobart Private Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $651K | Buy |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $987K | Sell |
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|
2019
Q1 | $1.35M | Sell |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $1.2M | Buy |
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|
2018
Q2 | $727K | Sell |
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|
2018
Q1 | $690K | Buy |
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|
2017
Q4 | $627K | Buy |
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