SUMMIT PLACE FINANCIAL ADVISORS, LLC – Welltower Inc. Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$1.58M
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, LLC quarter portfolio value change:
-21.89%
quarter
Welltower Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +22.82% | 4.57K shares | -67K | $64.32 | 24.62K |
| Q2 2022 | share | Increase | +0.88% | 175 shares | -260K | $82.35 | 20.05K |
| Q1 2022 | share | Decrease | -7.10% | -1.52K shares | 76K | $96.14 | 19.87K |
| Q4 2021 | share | Increase | +2.56% | 535 shares | 116K | $85.9 | 21.39K |
| Q3 2021 | share | Increase | +0.02% | 5 shares | -14K | $81.81 | 20.86K |
| Q2 2021 | share | Increase | 0.00% | 20.85K shares | 1.73M | $81.91 | 20.85K |