SevenBridge Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-250
| Closed | -$20K | – | 558 |
|
|
2019
Q2 | $20K | Hold |
250
| – | – | 0.01% | 373 |
|
|
2019
Q1 | $19K | Hold |
250
| – | – | 0.01% | 337 |
|
|
2018
Q4 | $17K | Hold |
250
| – | – | 0.01% | 324 |
|
|
2018
Q3 | $16K | Hold |
250
| – | – | 0.01% | 365 |
|
|
2018
Q2 | $16K | Hold |
250
| – | – | 0.01% | 374 |
|
|
2018
Q1 | $14K | Hold |
250
| – | – | 0.01% | 389 |
|
|
2017
Q4 | $16K | Hold |
250
| – | – | 0.01% | 399 |
|
|
2017
Q3 | $18K | Hold |
250
| – | – | 0.01% | 388 |
|
|
2017
Q2 | $19K | Hold |
250
| – | – | 0.01% | 387 |
|
|
2017
Q1 | $18K | Sell |
250
-1,036
| -81% | -$74.6K | 0.01% | 386 |
|
|
2016
Q4 | $90K | Hold |
1,286
| – | – | 0.07% | 206 |
|
|
2016
Q3 | $90K | Buy |
1,286
+1,269
| +7,465% | +$88.8K | 0.07% | 203 |
|
|
2016
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 717 |
|