Weil Company’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,078
| Closed | -$264K | – | 150 |
|
|
2021
Q4 | $264K | Buy |
3,078
+22
| +0.7% | +$1.89K | 0.12% | 116 |
|
|
2021
Q3 | $252K | Buy |
3,056
+22
| +0.7% | +$1.81K | 0.13% | 122 |
|
|
2021
Q2 | $252K | Buy |
+3,034
| New | +$252K | 0.13% | 122 |
|
|
2019
Q4 | – | Sell |
-136
| Closed | -$12K | – | 336 |
|
|
2019
Q3 | $12K | Buy |
+136
| New | +$12K | 0.01% | 279 |
|