M&R Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.3K | Hold |
135
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $14.1K | Hold |
135
| – | – | ﹤0.01% | 339 |
|
|
2024
Q1 | $12.6K | Hold |
135
| – | – | ﹤0.01% | 347 |
|
|
2023
Q4 | $12.2K | Hold |
135
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $11.1K | Hold |
135
| – | – | ﹤0.01% | 369 |
|
|
2023
Q2 | $10.9K | Hold |
135
| – | – | ﹤0.01% | 375 |
|
|
2023
Q1 | $9.68K | Hold |
135
| – | – | ﹤0.01% | 376 |
|
|
2022
Q4 | $8.85K | Hold |
135
| – | – | ﹤0.01% | 361 |
|
|
2022
Q3 | $8K | Hold |
135
| – | – | ﹤0.01% | 346 |
|
|
2022
Q2 | $11K | Hold |
135
| – | – | ﹤0.01% | 324 |
|
|
2022
Q1 | $12K | Hold |
135
| – | – | ﹤0.01% | 323 |
|
|
2021
Q4 | $11K | Hold |
135
| – | – | ﹤0.01% | 327 |
|
|
2021
Q3 | $11K | Hold |
135
| – | – | ﹤0.01% | 330 |
|
|
2021
Q2 | $11K | Hold |
135
| – | – | ﹤0.01% | 330 |
|
|
2021
Q1 | $9K | Hold |
135
| – | – | ﹤0.01% | 338 |
|
|
2020
Q4 | $8K | Hold |
135
| – | – | ﹤0.01% | 365 |
|
|
2020
Q3 | $7K | Hold |
135
| – | – | ﹤0.01% | 383 |
|
|
2020
Q2 | $6K | Hold |
135
| – | – | ﹤0.01% | 396 |
|
|
2020
Q1 | $6K | Hold |
135
| – | – | ﹤0.01% | 390 |
|
|
2019
Q4 | $11K | Hold |
135
| – | – | ﹤0.01% | 377 |
|
|
2019
Q3 | $12K | Hold |
135
| – | – | ﹤0.01% | 395 |
|
|
2019
Q2 | $11K | Hold |
135
| – | – | ﹤0.01% | 406 |
|
|
2019
Q1 | $10K | Hold |
135
| – | – | ﹤0.01% | 412 |
|
|
2018
Q4 | $9K | Hold |
135
| – | – | ﹤0.01% | 420 |
|
|
2018
Q3 | $8K | Hold |
135
| – | – | ﹤0.01% | 448 |
|
|
2018
Q2 | $8K | Hold |
135
| – | – | ﹤0.01% | 445 |
|
|
2018
Q1 | $7K | Hold |
135
| – | – | ﹤0.01% | 456 |
|
|
2017
Q4 | $8K | Hold |
135
| – | – | ﹤0.01% | 459 |
|
|
2017
Q3 | $9K | Hold |
135
| – | – | ﹤0.01% | 460 |
|
|
2017
Q2 | $9K | Hold |
135
| – | – | ﹤0.01% | 457 |
|
|
2017
Q1 | $9K | Hold |
135
| – | – | ﹤0.01% | 456 |
|
|
2016
Q4 | $9K | Hold |
135
| – | – | ﹤0.01% | 446 |
|
|
2016
Q3 | $10K | Hold |
135
| – | – | ﹤0.01% | 433 |
|
|
2016
Q2 | $10K | Buy |
+135
| New | +$10K | ﹤0.01% | 433 |
|