Sompo Asset Management’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 | – | Sell |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $2.98M | Sell |
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|
2021
Q2 | $4.32M | Buy |
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|
2021
Q1 | $3.67M | Sell |
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|
2020
Q4 | $4.31M | Sell |
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|
2020
Q3 | $3.69M | Sell |
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|
2020
Q2 | $3.52M | Buy |
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|
2020
Q1 | $2.59M | Buy |
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|
2019
Q4 | $1.58M | Buy |
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