CFO4Life Group’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 |
-3,855
| Closed | -$315K | – | 141 |
|
|
2019
Q4 | $315K | Buy |
3,855
+103
| +3% | +$8.42K | 0.13% | 93 |
|
|
2019
Q3 | $340K | Sell |
3,752
-609
| -14% | -$55.2K | 0.15% | 84 |
|
|
2019
Q2 | $356K | Buy |
4,361
+381
| +10% | +$31.1K | 0.16% | 85 |
|
|
2019
Q1 | $309K | Buy |
3,980
+530
| +15% | +$41.1K | 0.14% | 89 |
|
|
2018
Q4 | $239K | Buy |
3,450
+139
| +4% | +$9.63K | 0.11% | 101 |
|
|
2018
Q3 | $213K | Sell |
3,311
-60
| -2% | -$3.86K | 0.09% | 118 |
|
|
2018
Q2 | $211K | Sell |
3,371
-746
| -18% | -$46.7K | 0.09% | 113 |
|
|
2018
Q1 | $224K | Buy |
4,117
+137
| +3% | +$7.45K | 0.19% | 80 |
|
|
2017
Q4 | $254K | Sell |
3,980
-192
| -5% | -$12.3K | 0.2% | 80 |
|
|
2017
Q3 | $293K | Sell |
4,172
-51
| -1% | -$3.58K | 0.24% | 76 |
|
|
2017
Q2 | $316K | Sell |
4,223
-37
| -0.9% | -$2.77K | 0.29% | 65 |
|
|
2017
Q1 | $302K | Buy |
+4,260
| New | +$302K | 0.27% | 72 |
|