Advisory Alpha’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-350
| Closed | -$20K | – | 644 |
|
|
2020
Q3 | $20K | Buy |
+350
| New | +$20K | ﹤0.01% | 328 |
|
|
2020
Q2 | – | Sell |
-395
| Closed | -$17K | – | 618 |
|
|
2020
Q1 | $17K | Sell |
395
-62
| -14% | -$2.67K | ﹤0.01% | 331 |
|
|
2019
Q4 | $38.4K | Sell |
457
-47
| -9% | -$3.95K | 0.01% | 312 |
|
|
2019
Q3 | $46K | Buy |
+504
| New | +$46K | 0.01% | 251 |
|
|
2019
Q2 | – | Sell |
-588
| Closed | -$44.7K | – | 645 |
|
|
2019
Q1 | $44.7K | Buy |
+588
| New | +$44.7K | 0.02% | 249 |
|