Stelac Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,747
| Closed | -$309K | – | 231 |
|
|
2021
Q3 | $309K | Sell |
3,747
-4,777
| -56% | -$394K | 0.08% | 162 |
|
|
2021
Q2 | $708K | Sell |
8,524
-67
| -0.8% | -$5.57K | 0.16% | 103 |
|
|
2021
Q1 | $615K | Buy |
8,591
+217
| +3% | +$15.5K | 0.23% | 89 |
|
|
2020
Q4 | $541K | Buy |
8,374
+241
| +3% | +$15.6K | 0.14% | 105 |
|
|
2020
Q3 | $448K | Buy |
8,133
+4,205
| +107% | +$232K | 0.15% | 91 |
|
|
2020
Q2 | $203K | Buy |
+3,928
| New | +$203K | 0.08% | 108 |
|