Laurel Wealth Advisors (California)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $498K | Sell |
7,601
-1,485
| -16% | -$97.3K | 0.05% | 357 |
|
|
2022
Q3 | $584K | Sell |
9,086
-324
| -3% | -$20.8K | 0.06% | 311 |
|
|
2022
Q2 | $775K | Sell |
9,410
-625
| -6% | -$51.5K | 0.08% | 252 |
|
|
2022
Q1 | $965K | Sell |
10,035
-587
| -6% | -$56.4K | 0.08% | 250 |
|
|
2021
Q4 | $911K | Sell |
10,622
-247
| -2% | -$21.2K | 0.07% | 281 |
|
|
2021
Q3 | $896K | Sell |
10,869
-61
| -0.6% | -$5.03K | 0.16% | 149 |
|
|
2021
Q2 | $908K | Sell |
10,930
-551
| -5% | -$45.8K | 0.12% | 189 |
|
|
2021
Q1 | $822K | Sell |
11,481
-1,439
| -11% | -$103K | 0.12% | 180 |
|
|
2020
Q4 | $835K | Sell |
12,920
-116
| -0.9% | -$7.5K | 0.12% | 179 |
|
|
2020
Q3 | $718K | Sell |
13,036
-1,006
| -7% | -$55.4K | 0.12% | 182 |
|
|
2020
Q2 | $727K | Sell |
14,042
-2,389
| -15% | -$124K | 0.13% | 167 |
|
|
2020
Q1 | $752K | Sell |
16,431
-95
| -0.6% | -$4.35K | 0.17% | 145 |
|
|
2019
Q4 | $1.35M | Sell |
16,526
-393
| -2% | -$32.1K | 0.23% | 118 |
|
|
2019
Q3 | $1.53M | Buy |
16,919
+10
| +0.1% | +$907 | 0.26% | 96 |
|
|
2019
Q2 | $1.38M | Sell |
16,909
-1
| -0% | -$82 | 0.3% | 87 |
|
|
2019
Q1 | $1.31M | Sell |
16,910
-152
| -0.9% | -$11.8K | 0.32% | 87 |
|
|
2018
Q4 | $1.18M | Sell |
17,062
-540
| -3% | -$37.5K | 0.35% | 78 |
|
|
2018
Q3 | $1.13M | Sell |
17,602
-400
| -2% | -$25.7K | 0.28% | 92 |
|
|
2018
Q2 | $1.13M | Sell |
18,002
-306
| -2% | -$19.2K | 0.3% | 89 |
|
|
2018
Q1 | $996K | Sell |
18,308
-2,573
| -12% | -$140K | 0.31% | 85 |
|
|
2017
Q4 | $1.33M | Buy |
20,881
+1,573
| +8% | +$100K | 0.38% | 74 |
|
|
2017
Q3 | $1.36M | Sell |
19,308
-17
| -0.1% | -$1.19K | 0.45% | 66 |
|
|
2017
Q2 | $1.45M | Buy |
19,325
+76
| +0.4% | +$5.69K | 0.51% | 55 |
|
|
2017
Q1 | $1.36M | Sell |
19,249
-412
| -2% | -$29.2K | 0.53% | 56 |
|
|
2016
Q4 | $1.32M | Sell |
19,661
-1,537
| -7% | -$103K | 0.58% | 47 |
|
|
2016
Q3 | $1.59M | Sell |
21,198
-119
| -0.6% | -$8.9K | 0.75% | 32 |
|
|
2016
Q2 | $1.62M | Sell |
21,317
-2
| -0% | -$152 | 0.78% | 31 |
|
|
2016
Q1 | $1.48M | Sell |
21,319
-155
| -0.7% | -$10.7K | 0.74% | 35 |
|
|
2015
Q4 | $1.46M | Buy |
+21,474
| New | +$1.46M | 0.76% | 31 |
|