IndexIQ Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $706K | Buy |
7,344
+269
| +4% | +$25.9K | 0.03% | 331 |
|
|
2021
Q4 | $607K | Sell |
7,075
-164
| -2% | -$14.1K | 0.02% | 449 |
|
|
2021
Q3 | $596K | Buy |
7,239
+355
| +5% | +$29.2K | 0.02% | 442 |
|
|
2021
Q2 | $572K | Buy |
6,884
+204
| +3% | +$17K | 0.02% | 404 |
|
|
2021
Q1 | $478K | Buy |
6,680
+841
| +14% | +$60.2K | 0.02% | 387 |
|
|
2020
Q4 | $377K | Buy |
5,839
+2,729
| +88% | +$176K | 0.01% | 522 |
|
|
2020
Q3 | $171K | Buy |
3,110
+1,894
| +156% | +$104K | 0.01% | 772 |
|
|
2020
Q2 | $63K | Buy |
1,216
+1,075
| +762% | +$55.7K | ﹤0.01% | 903 |
|
|
2020
Q1 | $6K | Buy |
141
+1
| +0.7% | +$43 | ﹤0.01% | 879 |
|
|
2019
Q4 | $11K | Buy |
+140
| New | +$11K | ﹤0.01% | 640 |
|