Kistler-Tiffany Companies’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $90.3K | Buy |
1,117
+9
| +0.8% | +$728 | 0.01% | 415 |
|
|
2023
Q1 | $79.4K | Buy |
1,108
+9
| +0.8% | +$645 | 0.02% | 379 |
|
|
2022
Q4 | $72K | Buy |
1,099
+10
| +0.9% | +$655 | 0.01% | 382 |
|
|
2022
Q3 | $70K | Buy |
1,089
+9
| +0.8% | +$579 | 0.02% | 332 |
|
|
2022
Q2 | $89K | Buy |
1,080
+7
| +0.7% | +$577 | 0.02% | 305 |
|
|
2022
Q1 | $103K | Buy |
1,073
+295
| +38% | +$28.3K | 0.02% | 296 |
|
|
2021
Q4 | $67K | Buy |
778
+5
| +0.6% | +$431 | 0.01% | 344 |
|
|
2021
Q3 | $64K | Sell |
773
-54
| -7% | -$4.47K | 0.01% | 342 |
|
|
2021
Q2 | $69K | Buy |
827
+142
| +21% | +$11.8K | 0.02% | 320 |
|
|
2021
Q1 | $49K | Sell |
685
-141
| -17% | -$10.1K | 0.01% | 337 |
|
|
2020
Q4 | $53K | Buy |
826
+6
| +0.7% | +$385 | 0.02% | 295 |
|
|
2020
Q3 | $45K | Sell |
820
-494
| -38% | -$27.1K | 0.01% | 290 |
|
|
2020
Q2 | $68K | Buy |
1,314
+170
| +15% | +$8.8K | 0.02% | 233 |
|
|
2020
Q1 | $94K | Hold |
1,144
| – | – | 0.03% | 195 |
|
|
2019
Q4 | $94K | Buy |
1,144
+5
| +0.4% | +$411 | 0.03% | 199 |
|
|
2019
Q3 | $103K | Sell |
1,139
-79
| -6% | -$7.14K | 0.04% | 194 |
|
|
2019
Q2 | $99K | Sell |
1,218
-23
| -2% | -$1.87K | 0.04% | 194 |
|
|
2019
Q1 | $96K | Sell |
1,241
-353
| -22% | -$27.3K | 0.04% | 192 |
|
|
2018
Q4 | $111K | Sell |
1,594
-292
| -15% | -$20.3K | 0.05% | 162 |
|
|
2018
Q3 | $121K | Sell |
1,886
-344
| -15% | -$22.1K | 0.05% | 171 |
|
|
2018
Q2 | $140K | Buy |
2,230
+260
| +13% | +$16.3K | 0.06% | 158 |
|
|
2018
Q1 | $107K | Hold |
1,970
| – | – | 0.04% | 194 |
|
|
2017
Q4 | $126K | Sell |
1,970
-86
| -4% | -$5.5K | 0.05% | 183 |
|
|
2017
Q3 | $144K | Hold |
2,056
| – | – | 0.06% | 165 |
|
|
2017
Q2 | $154K | Hold |
2,056
| – | – | 0.07% | 144 |
|
|
2017
Q1 | $146K | Hold |
2,056
| – | – | 0.07% | 152 |
|
|
2016
Q4 | $138K | Sell |
2,056
-686
| -25% | -$46K | 0.07% | 153 |
|
|
2016
Q3 | $205K | Sell |
2,742
-119
| -4% | -$8.9K | 0.1% | 119 |
|
|
2016
Q2 | $218K | Buy |
2,861
+735
| +35% | +$56K | 0.11% | 112 |
|
|
2016
Q1 | $147K | Buy |
2,126
+598
| +39% | +$41.3K | 0.08% | 145 |
|
|
2015
Q4 | $104K | Buy |
1,528
+114
| +8% | +$7.76K | 0.06% | 190 |
|
|
2015
Q3 | $96K | Hold |
1,414
| – | – | 0.06% | 195 |
|
|
2015
Q2 | $93K | Buy |
+1,414
| New | +$93K | 0.06% | 194 |
|
|
2014
Q4 | – | Sell |
-403
| Closed | -$25K | – | 638 |
|
|
2014
Q3 | $25K | Buy |
+403
| New | +$25K | 0.02% | 340 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 681 |
|
|
2013
Q3 | – | Sell |
-96
| Closed | -$6K | – | 600 |
|
|
2013
Q2 | $6K | Buy |
+96
| New | +$6K | 0.01% | 476 |
|