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Clear Perspectives Financial Planning’s Welltower WELL Stock Holding History

Clear Perspectives Financial Planning’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-50
Closed -$4K – 242
2022
Q2 		$4K Hold
50
– – ﹤0.01% 189
2022
Q1 		$5K Hold
50
– – ﹤0.01% 186
2021
Q4 		$4K Hold
50
– – ﹤0.01% 201
2021
Q3 		$4K Buy
+50
New +$4K ﹤0.01% 187