Mid Atlantic Financial Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,552
| Closed | -$212K | – | 970 |
|
|
2021
Q2 | $212K | Buy |
+2,552
| New | +$212K | 0.01% | 822 |
|
|
2020
Q1 | – | Sell |
-5,774
| Closed | -$472K | – | 770 |
|
|
2019
Q4 | $472K | Buy |
5,774
+94
| +2% | +$7.68K | 0.04% | 403 |
|
|
2019
Q3 | $515K | Buy |
5,680
+85
| +2% | +$7.71K | 0.06% | 349 |
|
|
2019
Q2 | $456K | Sell |
5,595
-47
| -0.8% | -$3.83K | 0.05% | 395 |
|
|
2019
Q1 | $438K | Buy |
5,642
+124
| +2% | +$9.63K | 0.05% | 400 |
|
|
2018
Q4 | $383K | Buy |
+5,518
| New | +$383K | 0.05% | 410 |
|