Avantax Planning Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,558
| Closed | -$712K | – | 291 |
|
|
2020
Q1 | $712K | Buy |
15,558
+4,939
| +47% | +$226K | 0.05% | 126 |
|
|
2019
Q4 | $868K | Buy |
10,619
+116
| +1% | +$9.48K | 0.05% | 125 |
|
|
2019
Q3 | $952K | Buy |
10,503
+819
| +8% | +$74.2K | 0.06% | 111 |
|
|
2019
Q2 | $826K | Sell |
9,684
-102
| -1% | -$8.7K | 0.05% | 121 |
|
|
2019
Q1 | $759K | Buy |
+9,786
| New | +$759K | 0.05% | 124 |
|
|
2018
Q4 | – | Sell |
-466
| Closed | -$30K | – | 1187 |
|
|
2018
Q3 | $30K | Buy |
+466
| New | +$30K | ﹤0.01% | 613 |
|
|
2018
Q2 | – | Sell |
-1,373
| Closed | -$75K | – | 1470 |
|
|
2018
Q1 | $75K | Buy |
+1,373
| New | +$75K | 0.01% | 455 |
|