SBA
Secrest Blakey & Associates’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $318K | Sell |
5,779
-9,294
| -62% | -$511K | 0.73% | 41 |
|
|
2020
Q2 | $780K | Buy |
15,073
+305
| +2% | +$15.8K | 1.88% | 18 |
|
|
2020
Q1 | $676K | Sell |
14,768
-284
| -2% | -$13K | 1.84% | 23 |
|
|
2019
Q4 | $1.23M | Buy |
15,052
+1,143
| +8% | +$93.5K | 2.71% | 10 |
|
|
2019
Q3 | $1.26M | Buy |
13,909
+60
| +0.4% | +$5.44K | 1.04% | 27 |
|
|
2019
Q2 | $1.13M | Buy |
13,849
+298
| +2% | +$24.3K | 0.98% | 28 |
|
|
2019
Q1 | $1.05M | Sell |
13,551
-536
| -4% | -$41.6K | 1.02% | 28 |
|
|
2018
Q4 | $978K | Buy |
14,087
+367
| +3% | +$25.5K | 0.82% | 34 |
|
|
2018
Q3 | $882K | Sell |
13,720
-119
| -0.9% | -$7.65K | 0.68% | 39 |
|
|
2018
Q2 | $868K | Buy |
13,839
+367
| +3% | +$23K | 0.68% | 36 |
|
|
2018
Q1 | $733K | Buy |
13,472
+109
| +0.8% | +$5.93K | 0.63% | 45 |
|
|
2017
Q4 | $852K | Buy |
+13,363
| New | +$852K | 0.69% | 35 |
|