Argent Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,056
| Closed | -$669K | – | 140 |
|
|
2021
Q2 | $669K | Buy |
8,056
+391
| +5% | +$32.5K | 0.41% | 70 |
|
|
2021
Q1 | $549K | Sell |
7,665
-314
| -4% | -$22.5K | 0.35% | 79 |
|
|
2020
Q4 | $516K | Buy |
7,979
+468
| +6% | +$30.3K | 0.32% | 85 |
|
|
2020
Q3 | $414K | Buy |
7,511
+664
| +10% | +$36.6K | 0.28% | 90 |
|
|
2020
Q2 | $354K | Buy |
6,847
+1,669
| +32% | +$86.3K | 0.27% | 94 |
|
|
2020
Q1 | $237K | Buy |
+5,178
| New | +$237K | 0.24% | 103 |
|