Bay Harbor Wealth Management, LLC Welltower Inc. Transaction History

Bay Harbor Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 05, 2021	SELL	$59.79 - $74.55 $1,494 - $1,863	-25 Closed	0 $0
Q2 2020 Jul 16, 2020	SELL	$37.26 - $61.65 $112,040 - $185,381	-3,007 Reduced 99.18%	25 $1,000
Q1 2020 May 20, 2020	BUY	$33.22 - $89.84 $7,607 - $20,573	229 Added 8.17%	3,032 $139,000
Q4 2019 Jan 27, 2020	BUY	$77.4 - $92.21 $696 - $829	9 Added 0.32%	2,803 $229,000
Q3 2019 Oct 15, 2019	SELL	$81.74 - $92.46 $6,539 - $7,396	-80 Reduced 2.78%	2,794 $256,000
Q2 2019 Jul 18, 2019	SELL	$71.76 - $84.63 $40,831 - $48,154	-569 Reduced 16.53%	2,874 $234,000
Q1 2019 Apr 22, 2019	BUY	$67.29 - $78.72 $5,046 - $5,904	75 Added 2.23%	3,443 $267,000
Q4 2018 Feb 14, 2019	BUY	$61.6 - $74.72 $207,468 - $251,656	3,368 New	3,368 $234,000

1,077

570M

951K

1.54M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.2B
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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