Simplicity Solutions’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $970K | Buy |
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|
2023
Q3 | $848K | Sell |
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|
2023
Q2 | $963K | Buy |
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|
2023
Q1 | $836K | Buy |
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|
2022
Q4 | $453K | Buy |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $860K | Buy |
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|
2022
Q1 | $824K | Buy |
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|
2021
Q4 | $652K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $282K | Buy |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $782K | Buy |
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|
2019
Q4 | $1.31M | Buy |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.3M | Buy |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.38M | Sell |
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|
2018
Q3 | $1.8M | Buy |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $703K | Buy |
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|
2017
Q4 | $661K | Buy |
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|
2017
Q3 | $383K | Sell |
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|
2017
Q2 | $755K | Buy |
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|
2017
Q1 | $659K | Buy |
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|
2016
Q4 | $426K | Buy |
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|
2016
Q3 | $279K | Buy |
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|
2016
Q2 | $205K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $227K | Buy |
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