CPA
Clear Perspective Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-897
| Closed | -$73K | – | 151 |
|
|
2019
Q3 | $73K | Hold |
897
| – | – | 0.03% | 137 |
|
|
2019
Q2 | $73K | Buy |
+897
| New | +$73K | 0.05% | 161 |
|
|
2018
Q3 | – | Sell |
-3,485
| Closed | -$221K | – | 440 |
|
|
2018
Q2 | $221K | Sell |
3,485
-269
| -7% | -$17.1K | 0.15% | 133 |
|
|
2018
Q1 | $198K | Sell |
3,754
-1,299
| -26% | -$68.5K | 0.15% | 133 |
|
|
2017
Q4 | $322K | Hold |
5,053
| – | – | 0.25% | 101 |
|
|
2017
Q3 | $355K | Sell |
5,053
-377
| -7% | -$26.5K | 0.29% | 91 |
|
|
2017
Q2 | $406K | Buy |
5,430
+26
| +0.5% | +$1.94K | 0.34% | 76 |
|
|
2017
Q1 | $383K | Buy |
5,404
+150
| +3% | +$10.6K | 0.25% | 80 |
|
|
2016
Q4 | $352K | Buy |
+5,254
| New | +$352K | 0.23% | 89 |
|