CWS
Cypress Wealth Services’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,486
| Closed | -$203K | – | 273 |
|
|
2019
Q2 | $203K | Sell |
2,486
-796
| -24% | -$65K | 0.06% | 246 |
|
|
2019
Q1 | $255K | Buy |
3,282
+40
| +1% | +$3.11K | 0.08% | 202 |
|
|
2018
Q4 | $225K | Buy |
3,242
+19
| +0.6% | +$1.32K | 0.09% | 182 |
|
|
2018
Q3 | $207K | Buy |
+3,223
| New | +$207K | 0.07% | 210 |
|
|
2018
Q2 | – | Sell |
-4,370
| Closed | -$238K | – | 235 |
|
|
2018
Q1 | $238K | Sell |
4,370
-524
| -11% | -$28.5K | 0.1% | 163 |
|
|
2017
Q4 | $312K | Buy |
+4,894
| New | +$312K | 0.13% | 141 |
|