Ranch Capital Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-89
| Closed | -$7K | – | 598 |
|
|
2021
Q3 | $7K | Hold |
89
| – | – | ﹤0.01% | 519 |
|
|
2021
Q2 | $7K | Hold |
89
| – | – | ﹤0.01% | 712 |
|
|
2021
Q1 | $6K | Hold |
89
| – | – | ﹤0.01% | 722 |
|
|
2020
Q4 | $5K | Sell |
89
-250
| -74% | -$14K | ﹤0.01% | 734 |
|
|
2020
Q3 | $18K | Hold |
339
| – | – | 0.01% | 478 |
|
|
2020
Q2 | $19K | Hold |
339
| – | – | 0.01% | 484 |
|
|
2020
Q1 | $15K | Hold |
339
| – | – | 0.01% | 494 |
|
|
2019
Q4 | $28K | Buy |
+339
| New | +$28K | 0.02% | 446 |
|