Cypress Wealth Services, LLC Welltower Inc. Transaction History

Cypress Wealth Services, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 16, 2019	SELL	$81.74 - $92.46 $203,205 - $229,855	-2,486 Closed	0 $0
Q2 2019 Jul 24, 2019	SELL	$71.76 - $84.63 $57,120 - $67,365	-796 Reduced 24.25%	2,486 $203,000
Q1 2019 Apr 19, 2019	BUY	$67.29 - $78.72 $2,691 - $3,148	40 Added 1.23%	3,282 $255,000
Q4 2018 Jan 22, 2019	BUY	$61.6 - $74.72 $1,170 - $1,419	19 Added 0.59%	3,242 $225,000
Q3 2018 Oct 19, 2018	BUY	$61.7 - $67.46 $198,859 - $217,423	3,223 New	3,223 $207,000
Q2 2018 Aug 06, 2018	SELL	$50.01 - $62.69 $218,543 - $273,955	-4,370 Closed	0 $0
Q1 2018 May 01, 2018	SELL	$52.03 - $64.14 $27,263 - $33,609	-524 Reduced 10.71%	4,370 $238,000
Q4 2017 Feb 05, 2018	BUY	$63.27 - $69.55 $309,643 - $340,377	4,894	4,894 $312,000

1,077

570M

951K

1.54M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.9B
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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