Realta 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
-1,135
Closed -$96K 1396
2019
Q4
$96K Buy
1,135
+16
+1% +$1.35K 0.03% 516
2019
Q3
$101K Sell
1,119
-13
-1% -$1.17K 0.03% 501
2019
Q2
$92K Buy
1,132
+582
+106% +$47.3K 0.03% 523
2019
Q1
$43K Buy
+550
New +$43K 0.02% 581