HPC
Hobart Private Capital’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,209
| Closed | -$651K | – | 171 |
|
|
2020
Q1 | $651K | Buy |
14,209
+1,600
| +13% | +$73.2K | 0.45% | 58 |
|
|
2019
Q4 | $1.03M | Buy |
12,609
+545
| +5% | +$44.6K | 0.63% | 40 |
|
|
2019
Q3 | $1.09M | Sell |
12,064
-47
| -0.4% | -$4.26K | 0.75% | 41 |
|
|
2019
Q2 | $987K | Sell |
12,111
-5,289
| -30% | -$431K | 0.69% | 45 |
|
|
2019
Q1 | $1.35M | Sell |
17,400
-407
| -2% | -$31.6K | 1.03% | 32 |
|
|
2018
Q4 | $1.24M | Sell |
17,807
-809
| -4% | -$56.2K | 1.06% | 35 |
|
|
2018
Q3 | $1.2M | Buy |
18,616
+7,017
| +60% | +$451K | 0.92% | 35 |
|
|
2018
Q2 | $727K | Sell |
11,599
-1,074
| -8% | -$67.3K | 0.59% | 56 |
|
|
2018
Q1 | $690K | Buy |
12,673
+2,846
| +29% | +$155K | 0.6% | 55 |
|
|
2017
Q4 | $627K | Buy |
+9,827
| New | +$627K | 0.56% | 58 |
|