Capital Directions Investment Advisors’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-90
Closed -$8K 273
2021
Q2
$8K Buy
+90
New +$8K ﹤0.01% 216
2020
Q1
Sell
-500
Closed -$41K 247
2019
Q4
$41K Hold
500
0.01% 148
2019
Q3
$45K Buy
+500
New +$45K 0.01% 134