Jackson Wealth Management, LLC Welltower Inc. Transaction History

Jackson Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 13, 2020	SELL	$33.22 - $89.84 $888,103 - $2.4 Million	-26,734 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$77.4 - $92.21 $340,792 - $406,000	-4,403 Reduced 14.14%	26,734 $2.32 Million
Q3 2019 Nov 07, 2019	BUY	$81.74 - $92.46 $427,091 - $483,103	5,225 Added 20.16%	31,137 $2.85 Million
Q2 2019 Jul 12, 2019	BUY	$71.76 - $84.63 $44,275 - $52,216	617 Added 2.44%	25,912 $2.18 Million
Q1 2019 May 09, 2019	BUY	$67.29 - $78.72 $51,746 - $60,535	769 Added 3.14%	25,295 $1.96 Million
Q4 2018 Jan 24, 2019	SELL	$61.6 - $74.72 $2,587 - $3,138	-42 Reduced 0.17%	24,526 $1.68 Million
Q3 2018 Nov 14, 2018	BUY	$61.7 - $67.46 $61,329 - $67,055	994 Added 4.22%	24,568 $1.58 Million
Q2 2018 Aug 08, 2018	BUY	$50.01 - $62.69 $8,801 - $11,033	176 Added 0.75%	23,574 $1.51 Million
Q1 2018 May 03, 2018	SELL	$52.03 - $64.14 $159,367 - $196,460	-3,063 Reduced 11.58%	23,398 $1.29 Million
Q4 2017 Feb 05, 2018	BUY	$63.27 - $69.55 $11,325 - $12,449	179 Added 0.68%	26,461 $1.62 Million
Q3 2017 Nov 09, 2017	BUY	$69.91 - $75.36 $86,129 - $92,843	1,232 Added 4.92%	26,282 $1.79 Million
Q2 2017 Aug 10, 2017	BUY	N/A	25,050	25,050 $1.81 Million

1,153

537M

1.11M

2.1M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $61.3B
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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