Lee Financial CO Welltower Inc. Transaction History

Lee Financial CO

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	BUY	$70.38 - $81.95 $2,463 - $2,868	35 New	35 $2,000
Q4 2022 Feb 09, 2023	SELL	$57.37 - $71.58 $2,466 - $3,077	-43 Reduced 91.49%	4 $0
Q3 2022 Nov 01, 2022	BUY	$63.33 - $86.34 $253 - $345	4 Added 9.3%	47 $3,000
Q1 2022 May 11, 2022	SELL	$79.67 - $98.31 $7,409 - $9,142	-93 Reduced 68.38%	43 $4,000
Q4 2021 Feb 08, 2022	BUY	$79.36 - $87.07 $7,380 - $8,097	93 Added 216.28%	136 $12,000
Q3 2021 Nov 12, 2021	BUY	$82.4 - $89.68 $3,543 - $3,856	43 New	43 $3,000
Q3 2018 Nov 07, 2018	SELL	$61.7 - $67.46 $5,121 - $5,599	-83 Closed	0 $0
Q1 2018 May 09, 2018	BUY	$52.03 - $64.14 $4,318 - $5,323	83 New	83 $5,000

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...

Get notified when there are updates to the investment portfolio of Lee Financial CO, based on Form 13F filings with the SEC.

Stay updated on Lee Financial CO with notifications on news.