Mirabella Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,895
| Closed | -$452K | – | 604 |
|
|
2022
Q4 | $452K | Sell |
6,895
-31,942
| -82% | -$2.09M | 0.04% | 211 |
|
|
2022
Q3 | $2.5M | Sell |
38,837
-23,764
| -38% | -$1.53M | 0.26% | 56 |
|
|
2022
Q2 | $5.16M | Buy |
+62,601
| New | +$5.16M | 0.51% | 38 |
|
|
2022
Q1 | – | Sell |
-18,000
| Closed | -$1.54M | – | 697 |
|
|
2021
Q4 | $1.54M | Buy |
+18,000
| New | +$1.54M | 0.16% | 131 |
|
|
2021
Q2 | – | Sell |
-4,975
| Closed | -$356K | – | 416 |
|
|
2021
Q1 | $356K | Buy |
+4,975
| New | +$356K | 0.11% | 145 |
|
|
2020
Q3 | – | Sell |
-44,680
| Closed | -$2.31M | – | 433 |
|
|
2020
Q2 | $2.31M | Buy |
+44,680
| New | +$2.31M | 0.56% | 35 |
|