ACG Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-124
| Closed | -$10K | – | 1013 |
|
|
2022
Q2 | $10K | Buy |
+124
| New | +$10K | ﹤0.01% | 699 |
|
|
2014
Q3 | – | Sell |
-3,480
| Closed | -$218K | – | 212 |
|
|
2014
Q2 | $218K | Sell |
3,480
-550
| -14% | -$34.5K | 0.04% | 195 |
|
|
2014
Q1 | $240K | Buy |
+4,030
| New | +$240K | 0.07% | 162 |
|