Accurate Wealth Management, LLC Welltower Inc. Transaction History

Accurate Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 11, 2023	BUY	$57.37 - $71.58 $123,574 - $154,183	2,154 New	2,154 $0
Q2 2022 Aug 04, 2022	SELL	$77.45 - $97.82 $8,287 - $10,466	-107 Reduced 2.79%	3,727 $307,000
Q1 2022 May 10, 2022	SELL	$79.67 - $98.31 $18,324 - $22,611	-230 Reduced 5.66%	3,834 $369,000
Q4 2021 Feb 08, 2022	BUY	$79.36 - $87.07 $3,253 - $3,569	41 Added 1.02%	4,064 $348,000
Q3 2021 Oct 22, 2021	BUY	$82.4 - $89.68 $21,012 - $22,868	255 Added 6.77%	4,023 $332,000

Q2 2021 Aug 25, 2021	BUY	$71.04 - $84.02 $267,678 - $316,587	3,768 New	3,768 $313,000

1,025

517M

1.3M

717K

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $49.3B
Description
Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...

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