Wealthstreet Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,750
| Closed | -$985K | – | 325 |
|
|
2021
Q1 | $985K | Hold |
13,750
| – | – | 0.1% | 171 |
|
|
2020
Q4 | $889K | Buy |
13,750
+2,000
| +17% | +$129K | 0.09% | 173 |
|
|
2020
Q3 | $647K | Buy |
11,750
+3,000
| +34% | +$165K | 0.07% | 193 |
|
|
2020
Q2 | $453K | Sell |
8,750
-550
| -6% | -$28.5K | 0.06% | 224 |
|
|
2020
Q1 | $426K | Sell |
9,300
-404
| -4% | -$18.5K | 0.06% | 208 |
|
|
2019
Q4 | $794K | Hold |
9,704
| – | – | 0.09% | 177 |
|
|
2019
Q3 | $868K | Hold |
9,704
| – | – | 0.11% | 155 |
|
|
2019
Q2 | $791K | Buy |
9,704
+150
| +2% | +$12.2K | 0.1% | 166 |
|
|
2019
Q1 | $741K | Hold |
9,554
| – | – | 0.1% | 172 |
|
|
2018
Q4 | $721K | Hold |
9,554
| – | – | 0.1% | 172 |
|
|
2018
Q3 | $615K | Sell |
9,554
-475
| -5% | -$30.6K | 0.08% | 215 |
|
|
2018
Q2 | $629K | Buy |
10,029
+400
| +4% | +$25.1K | 0.08% | 210 |
|
|
2018
Q1 | $524K | Hold |
9,629
| – | – | 0.07% | 227 |
|
|
2017
Q4 | $614K | Buy |
+9,629
| New | +$614K | 0.07% | 207 |
|