Reilly Financial 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 | $7K | Hold |
84
| – | – | ﹤0.01% | 793 |
|
|
2021
Q3 | $7K | Buy |
84
+74
| +740% | +$6.17K | ﹤0.01% | 715 |
|
|
2021
Q2 | $1K | Sell |
10
-54
| -84% | -$5.4K | ﹤0.01% | 973 |
|
|
2021
Q1 | $5K | Hold |
64
| – | – | ﹤0.01% | 805 |
|
|
2020
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 739 |
|
|
2020
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 699 |
|
|
2020
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 785 |
|
|
2020
Q1 | $3K | Buy |
64
+54
| +540% | +$2.53K | ﹤0.01% | 754 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 866 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 878 |
|
|
2019
Q2 | $1K | Sell |
10
-21
| -68% | -$2.1K | ﹤0.01% | 921 |
|
|
2019
Q1 | $2K | Buy |
31
+21
| +210% | +$1.36K | ﹤0.01% | 899 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 914 |
|
|
2017
Q2 | – | Sell |
-227
| Closed | -$16K | – | 974 |
|
|
2017
Q1 | $16K | Buy |
+227
| New | +$16K | ﹤0.01% | 524 |
|
|
2015
Q1 | – | Sell |
-40
| Closed | -$3K | – | 1377 |
|
|
2014
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 717 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$13K | – | 865 |
|
|
2014
Q2 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 503 |
|
|
2014
Q1 | – | Sell |
-40
| Closed | -$2K | – | 864 |
|
|
2013
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 809 |
|