Stonnington Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,200
| Closed | -$262K | – | 226 |
|
|
2022
Q2 | $262K | Sell |
3,200
-210
| -6% | -$17.2K | 0.07% | 190 |
|
|
2022
Q1 | $329K | Buy |
3,410
+200
| +6% | +$19.3K | 0.08% | 185 |
|
|
2021
Q4 | $277K | Buy |
3,210
+210
| +7% | +$18.1K | 0.06% | 211 |
|
|
2021
Q3 | $248K | Hold |
3,000
| – | – | 0.06% | 233 |
|
|
2021
Q2 | $255K | Hold |
3,000
| – | – | 0.06% | 242 |
|
|
2021
Q1 | $213K | Buy |
+3,000
| New | +$213K | 0.05% | 240 |
|