Clearview Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-42
| Closed | -$3.4K | – | 646 |
|
|
2023
Q2 | $3.4K | Hold |
42
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $3.01K | Hold |
42
| – | – | ﹤0.01% | 482 |
|
|
2022
Q4 | $2.75K | Hold |
42
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 471 |
|
|
2022
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $4K | Hold |
42
| – | – | ﹤0.01% | 481 |
|
|
2021
Q4 | $4K | Hold |
42
| – | – | ﹤0.01% | 526 |
|
|
2021
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 565 |
|
|
2021
Q2 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 557 |
|