Next Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $274K | Buy |
|
|||||
|
2021
Q3 | $221K | Buy |
|
|||||
|
2021
Q2 | $177K | Buy |
|
|||||
|
2021
Q1 | $122K | Buy |
|
|||||
|
2020
Q4 | $106K | Buy |
|
|||||
|
2020
Q3 | $85K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $52K | Buy |
|
|||||
|
2019
Q4 | $86K | Sell |
|
|||||
|
2019
Q3 | $209K | Sell |
|
|||||
|
2019
Q2 | $288K | Buy |
|
|||||
|
2019
Q1 | $133K | Buy |
|
|||||
|
2018
Q4 | $90K | Buy |
|
|||||
|
2018
Q3 | $47K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $139K | Sell |
|
|||||
|
2017
Q2 | $270K | Buy |
|
|||||
|
2017
Q1 | $254K | Sell |
|
|||||
|
2016
Q4 | $360K | Buy |
|
|||||
|
2016
Q3 | $370K | Sell |
|
|||||
|
2016
Q2 | $385K | Buy |
|
|||||
|
2016
Q1 | $343K | Buy |
|
|||||
|
2015
Q4 | $271K | Hold |
|
|||||
|
2015
Q3 | $270K | Buy |
|
|||||
|
2015
Q2 | $256K | Sell |
|
|||||
|
2015
Q1 | $380K | Buy |
|
|||||
|
2014
Q4 | $358K | Sell |
|
|||||
|
2014
Q3 | $329K | Buy |
|
|||||
|
2014
Q2 | $97K | Buy |
|