Capital Advisory Group Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16
| Closed | -$1K | – | 516 |
|
|
2021
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 541 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 532 |
|
|
2021
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 508 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 522 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 483 |
|
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 453 |
|
|
2020
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 425 |
|
|
2019
Q4 | – | Sell |
-16
| Closed | -$1K | – | 421 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 432 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 415 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 414 |
|
|
2018
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 390 |
|
|
2018
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 366 |
|
|
2018
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 349 |
|