BMD
Better Money Decisions’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-251
| Closed | -$21K | – | 448 |
|
|
2022
Q2 | $21K | Buy |
+251
| New | +$21K | 0.02% | 220 |
|
|
2021
Q4 | – | Sell |
-504
| Closed | -$42K | – | 579 |
|
|
2021
Q3 | $42K | Buy |
504
+2
| +0.4% | +$167 | 0.03% | 175 |
|
|
2021
Q2 | $42K | Buy |
502
+2
| +0.4% | +$167 | 0.04% | 167 |
|
|
2021
Q1 | $36K | Buy |
+500
| New | +$36K | 0.04% | 152 |
|