Investors Research Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-116
| Closed | -$9.5K | – | 1095 |
|
|
2023
Q3 | $9.5K | Hold |
116
| – | – | ﹤0.01% | 750 |
|
|
2023
Q2 | $9.38K | Hold |
116
| – | – | ﹤0.01% | 768 |
|
|
2023
Q1 | $8.32K | Hold |
116
| – | – | ﹤0.01% | 800 |
|
|
2022
Q4 | $7.6K | Hold |
116
| – | – | ﹤0.01% | 808 |
|
|
2022
Q3 | $7K | Hold |
116
| – | – | ﹤0.01% | 818 |
|
|
2022
Q2 | $10K | Hold |
116
| – | – | ﹤0.01% | 767 |
|
|
2022
Q1 | $11K | Sell |
116
-135
| -54% | -$12.8K | ﹤0.01% | 751 |
|
|
2021
Q4 | $22K | Hold |
251
| – | – | 0.01% | 652 |
|
|
2021
Q3 | $21K | Hold |
251
| – | – | 0.01% | 670 |
|
|
2021
Q2 | $21K | Hold |
251
| – | – | 0.01% | 678 |
|
|
2021
Q1 | $18K | Hold |
251
| – | – | 0.01% | 705 |
|
|
2020
Q4 | $16K | Hold |
251
| – | – | 0.01% | 783 |
|
|
2020
Q3 | $14K | Hold |
251
| – | – | 0.01% | 763 |
|
|
2020
Q2 | $13K | Hold |
251
| – | – | 0.01% | 758 |
|
|
2020
Q1 | $11K | Hold |
251
| – | – | 0.01% | 761 |
|
|
2019
Q4 | $21K | Hold |
251
| – | – | 0.01% | 706 |
|
|
2019
Q3 | $23K | Hold |
251
| – | – | 0.01% | 670 |
|
|
2019
Q2 | $20K | Hold |
251
| – | – | 0.01% | 705 |
|
|
2019
Q1 | $19K | Buy |
+251
| New | +$19K | 0.01% | 697 |
|