Mariner Independent Advisor Network’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 | $1.61M | Buy |
|
|||||
|
2022
Q2 | $2.01M | Buy |
|
|||||
|
2022
Q1 | $2.34M | Buy |
|
|||||
|
2021
Q4 | $1.23M | Sell |
|
|||||
|
2021
Q3 | $2.02M | Buy |
|
|||||
|
2021
Q2 | $1.99M | Buy |
|
|||||
|
2021
Q1 | $1.63M | Sell |
|
|||||
|
2020
Q4 | $1.48M | Buy |
|
|||||
|
2020
Q3 | $1.19M | Buy |
|
|||||
|
2020
Q2 | $1.14M | Sell |
|
|||||
|
2020
Q1 | $1.78M | Sell |
|
|||||
|
2019
Q4 | $3.69M | Sell |
|
|||||
|
2019
Q3 | $4.07M | Sell |
|
|||||
|
2019
Q2 | $3.77M | Buy |
|
|||||
|
2019
Q1 | $3.48M | Buy |
|
|||||
|
2018
Q4 | $3.21M | Sell |
|
|||||
|
2018
Q3 | $2.94M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $917K | Buy |
|
|||||
|
2017
Q4 | $1.02M | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $3.46M | Buy |
|
|||||
|
2016
Q3 | $3.69M | Buy |
|
|||||
|
2016
Q2 | $3.62M | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $827K | Buy |
|
|||||
|
2015
Q1 | $818K | Sell |
|
|||||
|
2014
Q4 | $1.01M | Buy |
|
|||||
|
2014
Q3 | $545K | Buy |
|