Laurel Wealth Advisors (California)’s Welltower WELL Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$498K	Sell
2022 Q3	$584K	Sell
2022 Q2	$775K	Sell
2022 Q1	$965K	Sell
2021 Q4	$911K	Sell
2021 Q3	$896K	Sell
2021 Q2	$908K	Sell
2021 Q1	$822K	Sell
2020 Q4	$835K	Sell
2020 Q3	$718K	Sell
2020 Q2	$727K	Sell
2020 Q1	$752K	Sell
2019 Q4	$1.35M	Sell
2019 Q3	$1.53M	Buy
2019 Q2	$1.38M	Sell
2019 Q1	$1.31M	Sell
2018 Q4	$1.18M	Sell
2018 Q3	$1.13M	Sell
2018 Q2	$1.13M	Sell
2018 Q1	$996K	Sell
2017 Q4	$1.33M	Buy
2017 Q3	$1.36M	Sell
2017 Q2	$1.45M	Buy
2017 Q1	$1.36M	Sell
2016 Q4	$1.31M	Sell
2016 Q3	$1.58M	Sell
2016 Q2	$1.62M	Sell
2016 Q1	$1.48M	Sell
2015 Q4	$1.46M	Buy