Hotaling Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $1.99M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.63M | Sell |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $669K | Buy |
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|
2020
Q3 | $557K | Sell |
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|
2020
Q2 | $607K | Sell |
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|
2020
Q1 | $541K | Buy |
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|
2019
Q4 | $952K | Sell |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $956K | Buy |
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|
2019
Q1 | $909K | Buy |
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|
2018
Q4 | $787K | Buy |
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