Symmetry Partners’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 |
-2,566
| Closed | -$211K | – | 576 |
|
|
2022
Q2 | $211K | Buy |
+2,566
| New | +$211K | 0.01% | 528 |
|
|
2020
Q1 | – | Sell |
-6,247
| Closed | -$511K | – | 364 |
|
|
2019
Q4 | $511K | Hold |
6,247
| – | – | 0.11% | 155 |
|
|
2019
Q3 | $566K | Sell |
6,247
-1,607
| -20% | -$146K | 0.12% | 136 |
|
|
2019
Q2 | $640K | Sell |
7,854
-1,232
| -14% | -$100K | 0.13% | 116 |
|
|
2019
Q1 | $705K | Buy |
+9,086
| New | +$705K | 0.12% | 112 |
|