Veritable’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 | – | Sell |
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|
2023
Q2 | $654K | Sell |
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|
2023
Q1 | $581K | Sell |
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|
2022
Q4 | $559K | Buy |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $516K | Buy |
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|
2022
Q1 | $572K | Buy |
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|
2021
Q4 | $483K | Buy |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $266K | Sell |
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|
2020
Q2 | $401K | Buy |
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|
2020
Q1 | $336K | Sell |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $2.13M | Sell |
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|
2019
Q1 | $2.03M | Buy |
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|
2018
Q4 | $1.8M | Buy |
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|
2018
Q3 | $1.34M | Buy |
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|
2018
Q2 | $339K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $492K | Sell |
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|
2017
Q3 | $1.72M | Sell |
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|
2017
Q2 | $2.28M | Buy |
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|
2017
Q1 | $1.93M | Sell |
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|
2016
Q4 | $1.91M | Sell |
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|
2016
Q3 | $2.39M | Buy |
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|
2016
Q2 | $2.34M | Buy |
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|
2016
Q1 | $2.1M | Sell |
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|
2015
Q4 | $2.12M | Buy |
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|
2015
Q3 | $1.69M | Buy |
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|
2015
Q2 | $1.54M | Sell |
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|
2015
Q1 | $1.92M | Sell |
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|
2014
Q4 | $4.74M | Buy |
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|
2014
Q3 | $1.64M | Sell |
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|
2014
Q2 | $1.69M | Sell |
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|
2014
Q1 | $1.72M | Sell |
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|
2013
Q4 | $1.69M | Buy |
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|
2013
Q3 | $1.94M | Sell |
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|
2013
Q2 | $2.08M | Buy |
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