Goal Vest Advisory LLC Welltower Inc. Transaction History

Goal Vest Advisory LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 06, 2022	SELL	$77.45 - $97.82 $774 - $978	-10 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$79.67 - $98.31 $431,970 - $533,036	-5,422 Reduced 99.82%	10 $1,000
Q2 2021 Sep 01, 2021	SELL	$71.04 - $84.02 $361,593 - $427,661	-5,090 Reduced 48.37%	5,432 $451,000
Q1 2021 May 13, 2021	BUY	$59.79 - $74.55 $342,716 - $427,320	5,732 Added 119.67%	10,522 $754,000
Q4 2020 Jan 28, 2021	BUY	$52.26 - $67.84 $250,325 - $324,953	4,790 New	4,790 $310,000

1,153

536M

1.11M

2.1M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $57.8B
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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