Tompkins Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-47
| Closed | -$3K | – | 544 |
|
|
2020
Q4 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 418 |
|
|
2016
Q1 | – | Sell |
-338
| Closed | -$23K | – | 554 |
|
|
2015
Q4 | $23K | Buy |
+338
| New | +$23K | 0.01% | 357 |
|
|
2015
Q1 | – | Sell |
-35
| Closed | -$3K | – | 539 |
|
|
2014
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 444 |
|