Institutional & Family Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-68
| Closed | -$4K | – | 782 |
|
|
2022
Q3 | $4K | Buy |
68
+21
| +45% | +$1.24K | ﹤0.01% | 524 |
|
|
2022
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 536 |
|
|
2022
Q1 | $5K | Hold |
47
| – | – | ﹤0.01% | 556 |
|
|
2021
Q4 | $4K | Sell |
47
-22
| -32% | -$1.87K | ﹤0.01% | 603 |
|
|
2021
Q3 | $6K | Sell |
69
-104
| -60% | -$9.04K | ﹤0.01% | 640 |
|
|
2021
Q2 | $14K | Hold |
173
| – | – | ﹤0.01% | 538 |
|
|
2021
Q1 | $12K | Hold |
173
| – | – | ﹤0.01% | 546 |
|
|
2020
Q4 | $11K | Buy |
173
+25
| +17% | +$1.59K | ﹤0.01% | 518 |
|
|
2020
Q3 | $8K | Sell |
148
-42
| -22% | -$2.27K | ﹤0.01% | 526 |
|
|
2020
Q2 | $10K | Buy |
190
+35
| +23% | +$1.84K | ﹤0.01% | 489 |
|
|
2020
Q1 | $7K | Sell |
155
-11
| -7% | -$497 | ﹤0.01% | 503 |
|
|
2019
Q4 | $14K | Hold |
166
| – | – | ﹤0.01% | 475 |
|
|
2019
Q3 | $15K | Buy |
166
+42
| +34% | +$3.8K | ﹤0.01% | 431 |
|
|
2019
Q2 | $10K | Buy |
124
+13
| +12% | +$1.05K | ﹤0.01% | 498 |
|
|
2019
Q1 | $9K | Buy |
111
+12
| +12% | +$973 | ﹤0.01% | 527 |
|
|
2018
Q4 | $7K | Sell |
99
-9
| -8% | -$636 | ﹤0.01% | 546 |
|
|
2018
Q3 | $7K | Buy |
108
+9
| +9% | +$583 | ﹤0.01% | 581 |
|
|
2018
Q2 | $6K | Buy |
99
+11
| +13% | +$667 | ﹤0.01% | 596 |
|
|
2018
Q1 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 610 |
|