Spotlight Asset Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $541K | Sell |
6,570
-28
| -0.4% | -$2.31K | 0.27% | 62 |
|
|
2021
Q2 | $548K | Sell |
6,598
-200
| -3% | -$16.6K | 0.21% | 67 |
|
|
2021
Q1 | $487K | Hold |
6,798
| – | – | 0.18% | 76 |
|
|
2020
Q4 | $439K | Sell |
6,798
-15
| -0.2% | -$969 | 0.16% | 80 |
|
|
2020
Q3 | $375K | Buy |
6,813
+15
| +0.2% | +$826 | 0.15% | 96 |
|
|
2020
Q2 | $352K | Sell |
6,798
-37
| -0.5% | -$1.92K | 0.15% | 93 |
|
|
2020
Q1 | $313K | Buy |
6,835
+37
| +0.5% | +$1.69K | 0.17% | 82 |
|
|
2019
Q4 | $385K | Buy |
+6,798
| New | +$385K | 0.18% | 76 |
|