Baystate Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $321 | Buy |
3
+1
| +50% | +$107 | ﹤0.01% | 1235 |
|
|
2023
Q3 | $168 | Hold |
2
| – | – | ﹤0.01% | 988 |
|
|
2023
Q2 | $164 | Hold |
2
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q1 | $145 | Buy |
+2
| New | +$145 | ﹤0.01% | 1010 |
|
|
2019
Q3 | – | Sell |
-81
| Closed | -$7K | – | 647 |
|
|
2019
Q2 | $7K | Buy |
+81
| New | +$7K | ﹤0.01% | 401 |
|
|
2018
Q1 | – | Sell |
-250
| Closed | -$15K | – | 731 |
|
|
2017
Q4 | $15K | Hold |
250
| – | – | ﹤0.01% | 331 |
|
|
2017
Q3 | $17K | Sell |
250
-20
| -7% | -$1.36K | ﹤0.01% | 301 |
|
|
2017
Q2 | $20K | Hold |
270
| – | – | ﹤0.01% | 278 |
|
|
2017
Q1 | $20K | Buy |
270
+20
| +8% | +$1.48K | ﹤0.01% | 275 |
|
|
2016
Q4 | $17K | Buy |
+250
| New | +$17K | ﹤0.01% | 244 |
|
|
2013
Q3 | – | Sell |
-29
| Closed | -$2K | – | 229 |
|
|
2013
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 277 |
|