Clarus Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-129
| Closed | -$11K | – | 549 |
|
|
2019
Q2 | $11K | Hold |
129
| – | – | 0.01% | 433 |
|
|
2019
Q1 | $10K | Buy |
129
+1
| +0.8% | +$78 | 0.01% | 527 |
|
|
2018
Q4 | $9K | Buy |
128
+1
| +0.8% | +$70 | 0.01% | 533 |
|
|
2018
Q3 | $8K | Buy |
127
+1
| +0.8% | +$63 | 0.01% | 571 |
|
|
2018
Q2 | $7K | Buy |
+126
| New | +$7K | 0.01% | 584 |
|