Meitav Investment House’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-10,104
Closed -$724 441
2021
Q1
$724 Buy
10,104
+55
+0.5% +$4 0.02% 237
2020
Q4
$649K Sell
10,049
-9,255
-48% -$598K 0.03% 234
2020
Q3
$1.06M Sell
19,304
-2,294
-11% -$126K 0.05% 154
2020
Q2
$1.12M Buy
21,598
+8,343
+63% +$432K 0.07% 152
2020
Q1
$607K Buy
13,255
+1,411
+12% +$64.6K 0.05% 203
2019
Q4
$969K Buy
+11,844
New +$969K 0.07% 174