Kavar Capital Partners Group’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,370
Closed -$228K 182
2022
Q1
$228K Hold
2,370
0.05% 141
2021
Q4
$203K Buy
+2,370
New +$203K 0.04% 163
2019
Q3
Sell
-1,970
Closed -$161K 458
2019
Q2
$161K Buy
+1,970
New +$161K 0.06% 135