Baystate Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $321 | Buy |
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|
2023
Q3 | $168 | Hold |
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|
2023
Q2 | $164 | Hold |
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|
2023
Q1 | $145 | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $7K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $17K | Sell |
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|
2017
Q2 | $20K | Hold |
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|
2017
Q1 | $20K | Buy |
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|
2016
Q4 | $17K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2K | Buy |
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