Smith, Moore & Co. Welltower Inc. Transaction History

Smith, Moore & Co.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 16, 2021	SELL	$52.26 - $67.84 $207,315 - $269,121	-3,967 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$49.2 - $61.12 $28,831 - $35,816	-586 Reduced 12.87%	3,967 $219,000
Q2 2020 Aug 10, 2020	SELL	$37.26 - $61.65 $8,159 - $13,501	-219 Reduced 4.59%	4,553 $236,000
Q1 2020 May 15, 2020	BUY	$33.22 - $89.84 $199 - $539	6 Added 0.13%	4,772 $218,000
Q4 2019 Feb 07, 2020	SELL	$77.4 - $92.21 $25,619 - $30,521	-331 Reduced 6.49%	4,766 $390,000

Q3 2019 Nov 07, 2019	BUY	$81.74 - $92.46 $1,226 - $1,386	15 Added 0.3%	5,097 $462,000
Q2 2019 Aug 15, 2019	BUY	$71.76 - $84.63 $29,923 - $35,290	417 Added 8.94%	5,082 $414,000
Q1 2019 May 07, 2019	SELL	$67.29 - $78.72 $4,710 - $5,510	-70 Reduced 1.48%	4,665 $362,000
Q4 2018 Feb 15, 2019	SELL	$61.6 - $74.72 $5,544 - $6,724	-90 Reduced 1.87%	4,735 $329,000
Q3 2018 Nov 15, 2018	BUY	$61.7 - $67.46 $18,324 - $20,035	297 Added 6.56%	4,825 $310,000
Q2 2018 Aug 14, 2018	BUY	$50.01 - $62.69 $2,300 - $2,883	46 Added 1.03%	4,528 $284,000
Q1 2018 May 14, 2018	BUY	$52.03 - $64.14 $30,385 - $37,457	584 Added 14.98%	4,482 $244,000
Q4 2017 Feb 09, 2018	SELL	$63.27 - $69.55 $6,769 - $7,441	-107 Reduced 2.67%	3,898 $249,000
Q3 2017 Nov 02, 2017	BUY	$69.91 - $75.36 $279,989 - $301,816	4,005	4,005 $281,000

1,025

517M

1.3M

717K

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $48.6B
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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