Sutton Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $44.7K | Buy |
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|
2023
Q2 | $42.5K | Sell |
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|
2023
Q1 | $38K | Sell |
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|
2022
Q4 | $36.7K | Buy |
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|
2022
Q3 | $26.1K | Sell |
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|
2022
Q2 | $34.7K | Hold |
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|
2022
Q1 | $40.5K | Buy |
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|
2021
Q4 | $35.1K | Buy |
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|
2021
Q3 | $31.1K | Buy |
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|
2021
Q2 | $31.2K | Hold |
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|
2021
Q1 | $26.9K | Buy |
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|
2020
Q4 | $23.7K | Buy |
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|
2020
Q3 | $19.1K | Hold |
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|
2020
Q2 | $17.9K | Sell |
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|
2020
Q1 | $40.1K | Buy |
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|
2019
Q4 | $16.6K | Hold |
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|
2019
Q3 | $18.4K | Hold |
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|
2019
Q2 | $16.6K | Hold |
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|
2019
Q1 | $15.8K | Hold |
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|
2018
Q4 | $14.1K | Buy |
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|
2018
Q3 | $12.1K | Sell |
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|
2018
Q2 | $23.7K | Sell |
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|
2018
Q1 | $30.2K | Buy |
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|
2017
Q4 | $23.9K | Sell |
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|
2017
Q3 | $26.8K | Hold |
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|
2017
Q2 | $28.5K | Buy |
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|
2017
Q1 | $26.5K | Sell |
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|
2016
Q4 | $25.6K | Sell |
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|
2016
Q3 | $50.8K | Buy |
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|
2016
Q2 | $28K | Hold |
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|
2016
Q1 | $25.5K | Buy |
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