Moseley Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,351
| Closed | -$202K | – | 181 |
|
|
2021
Q4 | $202K | Sell |
2,351
-158
| -6% | -$13.6K | 0.09% | 173 |
|
|
2021
Q3 | $210K | Sell |
2,509
-161
| -6% | -$13.5K | 0.11% | 165 |
|
|
2021
Q2 | $222K | Buy |
+2,670
| New | +$222K | 0.11% | 166 |
|
|
2021
Q1 | – | Sell |
-4,959
| Closed | -$320K | – | 165 |
|
|
2020
Q4 | $320K | Sell |
4,959
-284
| -5% | -$18.3K | 0.19% | 112 |
|
|
2020
Q3 | $289K | Sell |
5,243
-2,414
| -32% | -$133K | 0.21% | 101 |
|
|
2020
Q2 | $396K | Buy |
7,657
+1,970
| +35% | +$102K | 0.33% | 75 |
|
|
2020
Q1 | $260K | Buy |
5,687
+1,855
| +48% | +$84.8K | 0.31% | 90 |
|
|
2019
Q4 | $313K | Buy |
3,832
+974
| +34% | +$79.6K | 0.31% | 96 |
|
|
2019
Q3 | $259K | Sell |
2,858
-214
| -7% | -$19.4K | 0.27% | 98 |
|
|
2019
Q2 | $250K | Buy |
+3,072
| New | +$250K | 0.23% | 112 |
|