RegentAtlantic Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $344K | Buy |
5,352
+2,168
| +68% | +$139K | 0.01% | 539 |
|
|
2022
Q2 | $262K | Sell |
3,184
-18
| -0.6% | -$1.48K | 0.01% | 573 |
|
|
2022
Q1 | $308K | Sell |
3,202
-270
| -8% | -$26K | 0.01% | 566 |
|
|
2021
Q4 | $298K | Buy |
3,472
+177
| +5% | +$15.2K | 0.01% | 570 |
|
|
2021
Q3 | $272K | Buy |
3,295
+562
| +21% | +$46.4K | 0.01% | 578 |
|
|
2021
Q2 | $227K | Buy |
+2,733
| New | +$227K | 0.01% | 591 |
|
|
2020
Q4 | – | Sell |
-4,410
| Closed | -$242K | – | 523 |
|
|
2020
Q3 | $242K | Buy |
+4,410
| New | +$242K | 0.01% | 443 |
|
|
2015
Q1 | – | Sell |
-16
| Closed | -$1.01K | – | 957 |
|
|
2014
Q4 | $1.01K | Buy |
+16
| New | +$1.01K | ﹤0.01% | 1182 |
|