Accel Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,005
| Closed | -$72K | – | 876 |
|
|
2023
Q1 | $72K | Sell |
1,005
-200
| -17% | -$14.3K | 0.03% | 397 |
|
|
2022
Q4 | $79K | Hold |
1,205
| – | – | 0.04% | 275 |
|
|
2022
Q3 | $78K | Buy |
1,205
+90
| +8% | +$5.83K | 0.04% | 283 |
|
|
2022
Q2 | $91K | Sell |
1,115
-97
| -8% | -$7.92K | 0.05% | 253 |
|
|
2022
Q1 | $119K | Buy |
1,212
+2
| +0.2% | +$196 | 0.06% | 234 |
|
|
2021
Q4 | $104K | Buy |
1,210
+279
| +30% | +$24K | 0.05% | 253 |
|
|
2021
Q3 | $77K | Sell |
931
-700
| -43% | -$57.9K | 0.05% | 258 |
|
|
2021
Q2 | $136K | Sell |
1,631
-14
| -0.9% | -$1.17K | 0.09% | 196 |
|
|
2021
Q1 | $118K | Sell |
1,645
-121
| -7% | -$8.68K | 0.1% | 190 |
|
|
2020
Q4 | $114K | Buy |
+1,766
| New | +$114K | 0.11% | 188 |
|