Zeke Capital Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,152
| Closed | -$207K | – | 539 |
|
|
2022
Q1 | $207K | Buy |
+2,152
| New | +$207K | 0.01% | 480 |
|
|
2018
Q4 | – | Sell |
-21,068
| Closed | -$1.36M | – | 652 |
|
|
2018
Q3 | $1.36M | Buy |
21,068
+1,000
| +5% | +$64.3K | 0.11% | 172 |
|
|
2018
Q2 | $1.26M | Sell |
20,068
-699
| -3% | -$43.8K | 0.12% | 146 |
|
|
2018
Q1 | $1.13M | Buy |
+20,767
| New | +$1.13M | 0.1% | 170 |
|
|
2017
Q4 | – | Sell |
-7,613
| Closed | -$535K | – | 616 |
|
|
2017
Q3 | $535K | Buy |
7,613
+4,516
| +146% | +$317K | 0.07% | 210 |
|
|
2017
Q2 | $232K | Buy |
+3,097
| New | +$232K | 0.04% | 246 |
|