Sargent Bickham Lagudis’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $72.1K | Buy |
1,100
+100
| +10% | +$6.56K | 0.01% | 382 |
|
|
2022
Q3 | $64K | Hold |
1,000
| – | – | 0.01% | 375 |
|
|
2022
Q2 | $82K | Hold |
1,000
| – | – | 0.01% | 344 |
|
|
2022
Q1 | $96K | Hold |
1,000
| – | – | 0.01% | 340 |
|
|
2021
Q4 | $86K | Hold |
1,000
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $82K | Hold |
1,000
| – | – | 0.01% | 361 |
|
|
2021
Q2 | $83K | Hold |
1,000
| – | – | 0.01% | 369 |
|
|
2021
Q1 | $72K | Hold |
1,000
| – | – | 0.01% | 375 |
|
|
2020
Q4 | $65K | Buy |
+1,000
| New | +$65K | 0.01% | 389 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$8K | – | 932 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 645 |
|
|
2019
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 584 |
|
|
2018
Q1 | – | Sell |
-374
| Closed | -$24K | – | 819 |
|
|
2017
Q4 | $24K | Hold |
374
| – | – | ﹤0.01% | 465 |
|
|
2017
Q3 | $26K | Sell |
374
-791
| -68% | -$55K | ﹤0.01% | 461 |
|
|
2017
Q2 | $87K | Buy |
1,165
+800
| +219% | +$59.7K | 0.01% | 284 |
|
|
2017
Q1 | $26K | Hold |
365
| – | – | ﹤0.01% | 452 |
|
|
2016
Q4 | $24K | Sell |
365
-418
| -53% | -$27.5K | ﹤0.01% | 440 |
|
|
2016
Q3 | $59 | Buy |
783
+338
| +76% | +$25 | 0.01% | 318 |
|
|
2016
Q2 | $34K | Buy |
445
+365
| +456% | +$27.9K | 0.01% | 392 |
|
|
2016
Q1 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 616 |
|