Simplex Trading’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4221 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4176 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4172 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4115 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4171 |
|
|
2024
Q1 | – | Sell |
-12,305
| Closed | -$1.11M | – | 4173 |
|
|
2023
Q4 | $1.11M | Buy |
+12,305
| New | +$1.11M | ﹤0.01% | 412 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4168 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4199 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4227 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4310 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4394 |
|
|
2022
Q2 | – | Sell |
-20,701
| Closed | -$1.99M | – | 4368 |
|
|
2022
Q1 | $1.99M | Buy |
20,701
+16,855
| +438% | +$1.62M | ﹤0.01% | 302 |
|
|
2021
Q4 | $329K | Buy |
+3,846
| New | +$329K | ﹤0.01% | 942 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3859 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4017 |
|
|
2021
Q1 | – | Sell |
-22,830
| Closed | -$1.48M | – | 3816 |
|
|
2020
Q4 | $1.48M | Buy |
22,830
+5,704
| +33% | +$369K | ﹤0.01% | 296 |
|
|
2020
Q3 | $943K | Sell |
17,126
-17,155
| -50% | -$945K | ﹤0.01% | 340 |
|
|
2020
Q2 | $1.77M | Buy |
34,281
+10,021
| +41% | +$519K | ﹤0.01% | 180 |
|
|
2020
Q1 | $1.11M | Buy |
+24,260
| New | +$1.11M | ﹤0.01% | 275 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3078 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3052 |
|
|
2019
Q2 | – | Sell |
-1,600
| Closed | -$124K | – | 3009 |
|
|
2019
Q1 | $124K | Sell |
1,600
-13,002
| -89% | -$1.01M | ﹤0.01% | 811 |
|
|
2018
Q4 | $1.01M | Buy |
14,602
+14,100
| +2,809% | +$978K | ﹤0.01% | 216 |
|
|
2018
Q3 | $32K | Buy |
+502
| New | +$32K | ﹤0.01% | 1408 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 3048 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2949 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2888 |
|
|
2017
Q3 | – | Sell |
-14,701
| Closed | -$1.1M | – | 2845 |
|
|
2017
Q2 | $1.1M | Buy |
+14,701
| New | +$1.1M | 0.05% | 199 |
|
|
2017
Q1 | – | Sell |
-977
| Closed | -$65K | – | 2835 |
|
|
2016
Q4 | $65K | Buy |
+977
| New | +$65K | ﹤0.01% | 885 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2786 |
|
|
2016
Q2 | – | Sell |
-3,401
| Closed | -$235K | – | 2774 |
|
|
2016
Q1 | $235K | Buy |
+3,401
| New | +$235K | 0.02% | 400 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2700 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 2707 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 2649 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 2511 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 2065 |
|