BDO Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $17.1K | Buy |
211
+45
| +27% | +$3.64K | ﹤0.01% | 602 |
|
|
2023
Q1 | $11.9K | Hold |
166
| – | – | ﹤0.01% | 671 |
|
|
2022
Q4 | $10.9K | Hold |
166
| – | – | ﹤0.01% | 670 |
|
|
2022
Q3 | $11K | Hold |
166
| – | – | ﹤0.01% | 697 |
|
|
2022
Q2 | $14K | Hold |
166
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $16K | Hold |
166
| – | – | ﹤0.01% | 644 |
|
|
2021
Q4 | $14K | Hold |
166
| – | – | ﹤0.01% | 695 |
|
|
2021
Q3 | $14K | Hold |
166
| – | – | ﹤0.01% | 682 |
|
|
2021
Q2 | $14K | Hold |
166
| – | – | ﹤0.01% | 704 |
|
|
2021
Q1 | $12K | Hold |
166
| – | – | ﹤0.01% | 714 |
|
|
2020
Q4 | $11K | Hold |
166
| – | – | ﹤0.01% | 543 |
|
|
2020
Q3 | $9K | Hold |
166
| – | – | ﹤0.01% | 505 |
|
|
2020
Q2 | $9K | Sell |
166
-150
| -47% | -$8.13K | ﹤0.01% | 517 |
|
|
2020
Q1 | $14K | Sell |
316
-125
| -28% | -$5.54K | ﹤0.01% | 511 |
|
|
2019
Q4 | $36K | Sell |
441
-125
| -22% | -$10.2K | 0.01% | 335 |
|
|
2019
Q3 | $51K | Hold |
566
| – | – | 0.01% | 309 |
|
|
2019
Q2 | $46K | Sell |
566
-300
| -35% | -$24.4K | 0.01% | 312 |
|
|
2019
Q1 | $67K | Hold |
866
| – | – | 0.02% | 252 |
|
|
2018
Q4 | $60K | Buy |
866
+616
| +246% | +$42.7K | 0.02% | 247 |
|
|
2018
Q3 | $16K | Hold |
250
| – | – | 0.01% | 409 |
|
|
2018
Q2 | $16K | Buy |
+250
| New | +$16K | 0.01% | 409 |
|