Mid Atlantic Financial Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$212K Buy
2020
Q1
Sell
2019
Q4
$472K Buy
2019
Q3
$515K Buy
2019
Q2
$456K Sell
2019
Q1
$438K Buy
2018
Q4
$383K Buy