Neo Ivy Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $31K | Buy |
+468
| New | +$31K | 0.02% | 289 |
|
|
2022
Q3 | – | Sell |
-271
| Closed | -$22K | – | 576 |
|
|
2022
Q2 | $22K | Buy |
+271
| New | +$22K | 0.06% | 298 |
|
|
2021
Q4 | – | Sell |
-355
| Closed | -$18K | – | 652 |
|
|
2021
Q3 | $18K | Buy |
+355
| New | +$18K | 0.02% | 395 |
|
|
2020
Q4 | – | Sell |
-468
| Closed | -$25K | – | 599 |
|
|
2020
Q3 | $25K | Buy |
468
+113
| +32% | +$6.04K | 0.03% | 404 |
|
|
2020
Q2 | $18K | Buy |
+355
| New | +$18K | 0.02% | 395 |
|