Sierra Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-55
| Closed | -$4K | – | 562 |
|
|
2022
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 442 |
|
|
2022
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 445 |
|
|
2022
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 546 |
|
|
2021
Q4 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 538 |
|