McKinley 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
Q2 | $1.23M | Sell |
11,752
-122
| -1% | -$12.7K | 0.21% | 78 |
|
|
2024
Q1 | $1.11M | Buy |
11,874
+1,586
| +15% | +$148K | 0.13% | 129 |
|
|
2023
Q4 | $928K | Buy |
+10,288
| New | +$928K | 0.12% | 125 |
|
|
2014
Q3 | – | Sell |
-1,700
| Closed | -$107K | – | 372 |
|
|
2014
Q2 | $107K | Sell |
1,700
-1,330
| -44% | -$83.7K | ﹤0.01% | 325 |
|
|
2014
Q1 | $181K | Sell |
3,030
-71
| -2% | -$4.24K | 0.01% | 333 |
|
|
2013
Q4 | $166K | Sell |
3,101
-329
| -10% | -$17.6K | 0.01% | 356 |
|
|
2013
Q3 | $214K | Hold |
3,430
| – | – | 0.01% | 329 |
|
|
2013
Q2 | $230K | Buy |
+3,430
| New | +$230K | 0.01% | 307 |
|