Koss-Olinger Consulting’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 |
-4,329
| Closed | -$278K | – | 278 |
|
|
2022
Q3 | $278K | Sell |
4,329
-686
| -14% | -$44.1K | 0.05% | 164 |
|
|
2022
Q2 | $413K | Sell |
5,015
-3,325
| -40% | -$274K | 0.08% | 97 |
|
|
2022
Q1 | $802K | Sell |
8,340
-1,496
| -15% | -$144K | 0.13% | 74 |
|
|
2021
Q4 | $844K | Sell |
9,836
-185
| -2% | -$15.9K | 0.13% | 66 |
|
|
2021
Q3 | $826K | Sell |
10,021
-2,586
| -21% | -$213K | 0.13% | 73 |
|
|
2021
Q2 | $1.05M | Buy |
12,607
+1,485
| +13% | +$123K | 0.16% | 79 |
|
|
2021
Q1 | $797K | Buy |
+11,122
| New | +$797K | 0.14% | 95 |
|