Pinion Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,311
| Closed | -$353K | – | 121 |
|
|
2019
Q4 | $353K | Sell |
4,311
-217
| -5% | -$17.8K | 0.65% | 74 |
|
|
2019
Q3 | $410K | Sell |
4,528
-276
| -6% | -$25K | 0.84% | 57 |
|
|
2019
Q2 | $392K | Sell |
4,804
-449
| -9% | -$36.6K | 0.84% | 58 |
|
|
2019
Q1 | $408K | Sell |
5,253
-822
| -14% | -$63.8K | 0.71% | 67 |
|
|
2018
Q4 | $422K | Sell |
6,075
-1,970
| -24% | -$137K | 0.89% | 49 |
|
|
2018
Q3 | $517K | Sell |
8,045
-530
| -6% | -$34.1K | 0.99% | 33 |
|
|
2018
Q2 | $538K | Sell |
8,575
-575
| -6% | -$36.1K | 1.04% | 33 |
|
|
2018
Q1 | $498K | Buy |
+9,150
| New | +$498K | 1.07% | 33 |
|