Wealthspire Advisors (Maryland)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $299K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $483K | Buy |
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|
2019
Q3 | $534K | Buy |
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|
2019
Q2 | $473K | Buy |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $397K | Sell |
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|
2017
Q3 | $459K | Sell |
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|
2017
Q2 | $556K | Buy |
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|
2017
Q1 | $305K | Buy |
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|
2016
Q4 | $275K | Buy |
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|
2016
Q3 | $291K | Buy |
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|
2016
Q2 | $295K | Buy |
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|
2016
Q1 | $253K | Buy |
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|
2015
Q4 | $247K | Buy |
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