ADE LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-153
| Closed | -$13K | – | 237 |
|
|
2021
Q3 | $13K | Hold |
153
| – | – | 0.01% | 190 |
|
|
2021
Q2 | $13K | Hold |
153
| – | – | 0.01% | 200 |
|
|
2021
Q1 | $11K | Sell |
153
-1,234
| -89% | -$88.7K | 0.01% | 191 |
|
|
2020
Q4 | $90K | Buy |
+1,387
| New | +$90K | 0.07% | 128 |
|