Sabal Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $266K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $414K | Buy |
|
|||||
|
2020
Q3 | $352K | Sell |
|
|||||
|
2020
Q2 | $350K | Sell |
|
|||||
|
2020
Q1 | $337K | Sell |
|
|||||
|
2019
Q4 | $638K | Sell |
|
|||||
|
2019
Q3 | $825K | Hold |
|
|||||
|
2019
Q2 | $742K | Sell |
|
|||||
|
2019
Q1 | $727K | Sell |
|
|||||
|
2018
Q4 | $709K | Sell |
|
|||||
|
2018
Q3 | $669K | Sell |
|
|||||
|
2018
Q2 | $781K | Sell |
|
|||||
|
2018
Q1 | $24.2M | Buy |
|
|||||
|
2017
Q4 | $22.9M | Buy |
|
|||||
|
2017
Q3 | $24.1M | Buy |
|
|||||
|
2017
Q2 | $24.9M | Buy |
|
|||||
|
2017
Q1 | $23M | Buy |
|
|||||
|
2016
Q4 | $21.3M | Buy |
|
|||||
|
2016
Q3 | $23.6M | Sell |
|
|||||
|
2016
Q2 | $24.7M | Buy |
|
|||||
|
2016
Q1 | $21.2M | Buy |
|
|||||
|
2015
Q4 | $21M | Buy |
|
|||||
|
2015
Q3 | $20.7M | Buy |
|
|||||
|
2015
Q2 | $18.9M | Buy |
|
|||||
|
2015
Q1 | $21.9M | Sell |
|
|||||
|
2014
Q4 | $22.3M | Sell |
|
|||||
|
2014
Q3 | $18.5M | Buy |
|
|||||
|
2014
Q2 | $18.3M | Sell |
|
|||||
|
2014
Q1 | $17.6M | Buy |
|
|||||
|
2013
Q4 | $14.3M | Buy |
|
|||||
|
2013
Q3 | $15.7M | Buy |
|
|||||
|
2013
Q2 | $15.4M | Buy |
|