Bernardo Wealth Planning’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,374
| Closed | -$275K | – | 166 |
|
|
2019
Q4 | $275K | Sell |
3,374
-148
| -4% | -$12.1K | 0.17% | 125 |
|
|
2019
Q3 | $319K | Sell |
3,522
-98
| -3% | -$8.88K | 0.23% | 111 |
|
|
2019
Q2 | $295K | Sell |
3,620
-50
| -1% | -$4.08K | 0.23% | 110 |
|
|
2019
Q1 | $285K | Sell |
3,670
-44
| -1% | -$3.42K | 0.23% | 113 |
|
|
2018
Q4 | $258K | Buy |
+3,714
| New | +$258K | 0.23% | 109 |
|