SWA
Sutton Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $44.7K | Buy |
546
+21
| +4% | +$1.72K | 0.02% | 239 |
|
|
2023
Q2 | $42.5K | Sell |
525
-5
| -0.9% | -$404 | 0.02% | 245 |
|
|
2023
Q1 | $38K | Sell |
530
-30
| -5% | -$2.15K | 0.02% | 231 |
|
|
2022
Q4 | $36.7K | Buy |
560
+154
| +38% | +$10.1K | 0.01% | 482 |
|
|
2022
Q3 | $26.1K | Sell |
406
-15
| -4% | -$965 | 0.01% | 574 |
|
|
2022
Q2 | $34.7K | Hold |
421
| – | – | 0.01% | 488 |
|
|
2022
Q1 | $40.5K | Buy |
421
+12
| +3% | +$1.15K | 0.01% | 473 |
|
|
2021
Q4 | $35.1K | Buy |
409
+32
| +8% | +$2.75K | 0.01% | 522 |
|
|
2021
Q3 | $31.1K | Buy |
377
+2
| +0.5% | +$165 | 0.01% | 544 |
|
|
2021
Q2 | $31.2K | Hold |
375
| – | – | 0.01% | 560 |
|
|
2021
Q1 | $26.9K | Buy |
375
+9
| +2% | +$645 | 0.01% | 588 |
|
|
2020
Q4 | $23.7K | Buy |
366
+20
| +6% | +$1.29K | 0.01% | 562 |
|
|
2020
Q3 | $19.1K | Hold |
346
| – | – | 0.01% | 561 |
|
|
2020
Q2 | $17.9K | Sell |
346
-530
| -61% | -$27.4K | 0.01% | 569 |
|
|
2020
Q1 | $40.1K | Buy |
876
+673
| +332% | +$30.8K | 0.03% | 311 |
|
|
2019
Q4 | $16.6K | Hold |
203
| – | – | 0.01% | 673 |
|
|
2019
Q3 | $18.4K | Hold |
203
| – | – | 0.01% | 610 |
|
|
2019
Q2 | $16.6K | Hold |
203
| – | – | 0.01% | 637 |
|
|
2019
Q1 | $15.8K | Hold |
203
| – | – | 0.01% | 657 |
|
|
2018
Q4 | $14.1K | Buy |
203
+15
| +8% | +$1.04K | 0.01% | 649 |
|
|
2018
Q3 | $12.1K | Sell |
188
-190
| -50% | -$12.2K | 0.01% | 750 |
|
|
2018
Q2 | $23.7K | Sell |
378
-177
| -32% | -$11.1K | 0.02% | 535 |
|
|
2018
Q1 | $30.2K | Buy |
555
+181
| +48% | +$9.85K | 0.02% | 411 |
|
|
2017
Q4 | $23.9K | Sell |
374
-7
| -2% | -$446 | 0.02% | 495 |
|
|
2017
Q3 | $26.8K | Hold |
381
| – | – | 0.02% | 445 |
|
|
2017
Q2 | $28.5K | Buy |
381
+7
| +2% | +$524 | 0.02% | 420 |
|
|
2017
Q1 | $26.5K | Sell |
374
-9
| -2% | -$637 | 0.02% | 408 |
|
|
2016
Q4 | $25.6K | Sell |
383
-297
| -44% | -$19.9K | 0.02% | 417 |
|
|
2016
Q3 | $50.8K | Buy |
680
+312
| +85% | +$23.3K | 0.05% | 257 |
|
|
2016
Q2 | $28K | Hold |
368
| – | – | 0.03% | 347 |
|
|
2016
Q1 | $25.5K | Buy |
+368
| New | +$25.5K | 0.02% | 373 |
|