Weather Gauge Advisory’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $772K | Buy |
9,366
+8
| +0.1% | +$659 | 0.94% | 36 |
|
|
2021
Q2 | $778K | Sell |
9,358
-130
| -1% | -$10.8K | 0.91% | 39 |
|
|
2021
Q1 | $680K | Sell |
9,488
-839
| -8% | -$60.1K | 0.8% | 41 |
|
|
2020
Q4 | $667K | Sell |
10,327
-678
| -6% | -$43.8K | 0.77% | 41 |
|
|
2020
Q3 | $606K | Buy |
11,005
+25
| +0.2% | +$1.38K | 0.71% | 46 |
|
|
2020
Q2 | $568K | Sell |
10,980
-1,197
| -10% | -$61.9K | 0.68% | 45 |
|
|
2020
Q1 | $557K | Sell |
12,177
-253
| -2% | -$11.6K | 0.67% | 45 |
|
|
2019
Q4 | $1.02M | Buy |
12,430
+9
| +0.1% | +$736 | 0.9% | 35 |
|
|
2019
Q3 | $1.13M | Buy |
12,421
+22
| +0.2% | +$1.99K | 1.05% | 29 |
|
|
2019
Q2 | $1.01M | Sell |
12,399
-276
| -2% | -$22.5K | 0.97% | 32 |
|
|
2019
Q1 | $984K | Buy |
+12,675
| New | +$984K | 0.95% | 32 |
|