Secrest Blakey & Associates’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $780K | Buy |
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|
2020
Q1 | $676K | Sell |
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|
2019
Q4 | $1.23M | Buy |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $978K | Buy |
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|
2018
Q3 | $882K | Sell |
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|
2018
Q2 | $868K | Buy |
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|
2018
Q1 | $733K | Buy |
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|
2017
Q4 | $852K | Buy |
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