Sonora Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 959 |
|
|
2021
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 870 |
|
|
2021
Q1 | $3K | Sell |
38
-17
| -31% | -$1.34K | ﹤0.01% | 1638 |
|
|
2020
Q4 | $4K | Buy |
55
+17
| +45% | +$1.24K | ﹤0.01% | 1512 |
|
|
2020
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 1600 |
|
|
2020
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q4 | $3K | Sell |
38
-208
| -85% | -$16.4K | ﹤0.01% | 1541 |
|
|
2019
Q3 | $22K | Hold |
246
| – | – | ﹤0.01% | 828 |
|
|
2019
Q2 | $20K | Buy |
246
+38
| +18% | +$3.09K | ﹤0.01% | 879 |
|
|
2019
Q1 | $16K | Hold |
208
| – | – | ﹤0.01% | 864 |
|
|
2018
Q4 | $14K | Hold |
208
| – | – | ﹤0.01% | 755 |
|
|
2018
Q3 | $13K | Hold |
208
| – | – | ﹤0.01% | 784 |
|
|
2018
Q2 | $13K | Hold |
208
| – | – | ﹤0.01% | 723 |
|
|
2018
Q1 | $11.3K | Sell |
208
-400
| -66% | -$21.8K | ﹤0.01% | 744 |
|
|
2017
Q4 | $38.8K | Hold |
608
| – | – | 0.01% | 444 |
|
|
2017
Q3 | $42.7K | Hold |
608
| – | – | 0.01% | 370 |
|
|
2017
Q2 | $45.5K | Buy |
608
+208
| +52% | +$15.6K | 0.01% | 355 |
|
|
2017
Q1 | $28.3K | Hold |
400
| – | – | 0.01% | 414 |
|
|
2016
Q4 | $26.8K | Hold |
400
| – | – | 0.01% | 380 |
|
|
2016
Q3 | $29.9K | Buy |
+400
| New | +$29.9K | 0.01% | 359 |
|