CoreFirst Bank & Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$86K | – | 420 |
|
|
2021
Q4 | $86K | Hold |
1,000
| – | – | 0.06% | 199 |
|
|
2021
Q3 | $82K | Hold |
1,000
| – | – | 0.06% | 200 |
|
|
2021
Q2 | $83K | Hold |
1,000
| – | – | 0.06% | 202 |
|
|
2021
Q1 | $72K | Hold |
1,000
| – | – | 0.05% | 207 |
|
|
2020
Q4 | $65K | Buy |
+1,000
| New | +$65K | 0.05% | 197 |
|