Selective Wealth Management, Inc. Welltower Inc. Transaction History

Selective Wealth Management, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	BUY	$63.33 - $86.34 $10,956 - $14,936	173 Added 123.57%	313 $20,000
Q1 2022 Apr 20, 2022	SELL	$79.67 - $98.31 $23,901 - $29,493	-300 Reduced 68.18%	140 $13,000
Q3 2021 Oct 27, 2021	BUY	$82.4 - $89.68 $24,720 - $26,904	300 Added 214.29%	440 $36,000
Q1 2021 Apr 09, 2021	SELL	$59.79 - $74.55 $6,576 - $8,200	-110 Reduced 44.0%	140 $10,000
Q4 2020 Jan 22, 2021	BUY	$52.26 - $67.84 $5,748 - $7,462	110 Added 78.57%	250 $16,000

Q3 2019 Oct 29, 2019	BUY	$81.74 - $92.46 $11,443 - $12,944	140 New	140 $13,000
Q1 2019 Apr 04, 2019	SELL	$67.29 - $78.72 $9,420 - $11,020	-140 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$61.7 - $67.46 $8,638 - $9,444	140 New	140 $9,000

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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