Xact Kapitalforvaltning’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $4.02M | Buy |
87,827
+1,694
| +2% | +$77.6K | 0.09% | 204 |
|
|
2019
Q4 | $7.04M | Buy |
86,133
+7,004
| +9% | +$573K | 0.12% | 153 |
|
|
2019
Q3 | $7.17M | Buy |
79,129
+7,571
| +11% | +$686K | 0.14% | 147 |
|
|
2019
Q2 | $5.83M | Buy |
71,558
+6,757
| +10% | +$551K | 0.12% | 164 |
|
|
2019
Q1 | $5.03M | Sell |
64,801
-3,247
| -5% | -$252K | 0.11% | 173 |
|
|
2018
Q4 | $4.72M | Buy |
68,048
+3,700
| +6% | +$257K | 0.12% | 155 |
|
|
2018
Q3 | $4.14M | Sell |
64,348
-1,405
| -2% | -$90.4K | 0.09% | 222 |
|
|
2018
Q2 | $4.12M | Hold |
65,753
| – | – | 0.09% | 232 |
|
|
2018
Q1 | $3.58M | Buy |
65,753
+2,667
| +4% | +$145K | 0.08% | 244 |
|
|
2017
Q4 | $4.02M | Buy |
63,086
+4,960
| +9% | +$316K | 0.1% | 215 |
|
|
2017
Q3 | $4.09M | Buy |
58,126
+659
| +1% | +$46.3K | 0.12% | 189 |
|
|
2017
Q2 | $4.3M | Buy |
57,467
+754
| +1% | +$56.4K | 0.13% | 184 |
|
|
2017
Q1 | $4.02M | Buy |
56,713
+2,823
| +5% | +$200K | 0.12% | 194 |
|
|
2016
Q4 | $3.61M | Buy |
53,890
+2,782
| +5% | +$186K | 0.13% | 186 |
|
|
2016
Q3 | $3.82M | Buy |
+51,108
| New | +$3.82M | 0.14% | 172 |
|