Wealthspire Advisors (Maryland)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $299K | Buy |
+5,429
| New | +$299K | 0.01% | 344 |
|
|
2020
Q2 | – | Sell |
-4,835
| Closed | -$221K | – | 475 |
|
|
2020
Q1 | $221K | Sell |
4,835
-1,066
| -18% | -$48.7K | 0.02% | 364 |
|
|
2019
Q4 | $483K | Buy |
5,901
+8
| +0.1% | +$655 | 0.03% | 283 |
|
|
2019
Q3 | $534K | Buy |
5,893
+93
| +2% | +$8.43K | 0.04% | 249 |
|
|
2019
Q2 | $473K | Buy |
+5,800
| New | +$473K | 0.04% | 262 |
|
|
2019
Q1 | – | Hold |
0
| – | -$408K | – | 267 |
|
|
2018
Q4 | – | Hold |
0
| – | -$373K | – | 256 |
|
|
2018
Q3 | – | Hold |
0
| – | -$386K | – | 305 |
|
|
2018
Q2 | – | Hold |
0
| – | -$311K | – | 296 |
|
|
2018
Q1 | – | Sell |
-6,219
| Closed | -$397K | – | 356 |
|
|
2017
Q4 | $397K | Sell |
6,219
-318
| -5% | -$20.3K | 0.04% | 306 |
|
|
2017
Q3 | $459K | Sell |
6,537
-893
| -12% | -$62.7K | 0.05% | 252 |
|
|
2017
Q2 | $556K | Buy |
7,430
+3,120
| +72% | +$233K | 0.07% | 207 |
|
|
2017
Q1 | $305K | Buy |
4,310
+200
| +5% | +$14.2K | 0.04% | 284 |
|
|
2016
Q4 | $275K | Buy |
4,110
+215
| +6% | +$14.4K | 0.04% | 299 |
|
|
2016
Q3 | $291K | Buy |
3,895
+22
| +0.6% | +$1.64K | 0.05% | 283 |
|
|
2016
Q2 | $295K | Buy |
3,873
+227
| +6% | +$17.3K | 0.05% | 259 |
|
|
2016
Q1 | $253K | Buy |
3,646
+11
| +0.3% | +$763 | 0.04% | 296 |
|
|
2015
Q4 | $247K | Buy |
+3,635
| New | +$247K | 0.05% | 301 |
|