Avantax Planning Partners, Inc. Welltower Inc. Transaction History

Avantax Planning Partners, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 15, 2020	SELL	$37.26 - $61.65 $579,691 - $959,150	-15,558 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$33.22 - $89.84 $164,073 - $443,719	4,939 Added 46.51%	15,558 $712,000
Q4 2019 Jan 15, 2020	BUY	$77.4 - $92.21 $8,978 - $10,696	116 Added 1.1%	10,619 $868,000
Q3 2019 Nov 08, 2019	BUY	$81.74 - $92.46 $66,945 - $75,724	819 Added 8.46%	10,503 $952,000
Q2 2019 Aug 07, 2019	SELL	$71.76 - $84.63 $7,319 - $8,632	-102 Reduced 1.04%	9,684 $826,000

Q1 2019 May 08, 2019	BUY	$67.29 - $78.72 $658,499 - $770,353	9,786 New	9,786 $759,000
Q4 2018 Feb 14, 2019	SELL	$61.6 - $74.72 $28,705 - $34,819	-466 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$61.7 - $67.46 $28,752 - $31,436	466 New	466 $30,000
Q2 2018 Aug 13, 2018	SELL	$50.01 - $62.69 $68,663 - $86,073	-1,373 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$52.03 - $64.14 $71,437 - $88,064	1,373 New	1,373 $75,000

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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