Kurt F. Somerville’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $336K | Hold |
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|
2021
Q4 | $300K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $322K | Buy |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $323K | Buy |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $247K | Hold |
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|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $452K | Hold |
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|
2019
Q2 | $408K | Buy |
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|
2019
Q1 | $384K | Hold |
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|
2018
Q4 | $343K | Buy |
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|
2018
Q3 | $300K | Buy |
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|
2018
Q2 | $259K | Hold |
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|
2018
Q1 | $225K | Buy |
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