Weld Capital Management’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 |
-4,538
| Closed | -$325K | – | 394 |
|
|
2021
Q1 | $325K | Buy |
4,538
+1,410
| +45% | +$101K | 0.14% | 242 |
|
|
2020
Q4 | $202K | Sell |
3,128
-25,385
| -89% | -$1.64M | 0.08% | 403 |
|
|
2020
Q3 | $1.57M | Buy |
28,513
+22,223
| +353% | +$1.22M | 0.62% | 23 |
|
|
2020
Q2 | $326K | Sell |
6,290
-19,356
| -75% | -$1M | 0.13% | 254 |
|
|
2020
Q1 | $1.17M | Buy |
+25,646
| New | +$1.17M | 0.6% | 34 |
|
|
2019
Q4 | – | Sell |
-3,807
| Closed | -$345K | – | 959 |
|
|
2019
Q3 | $345K | Buy |
+3,807
| New | +$345K | 0.06% | 522 |
|