DWM
Doyle Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-840
| Closed | -$68K | – | 761 |
|
|
2019
Q2 | $68K | Buy |
+840
| New | +$68K | 0.01% | 312 |
|
|
2019
Q1 | – | Sell |
-7,666
| Closed | -$532K | – | 757 |
|
|
2018
Q4 | $532K | Sell |
7,666
-20
| -0.3% | -$1.39K | 0.09% | 96 |
|
|
2018
Q3 | $494K | Sell |
7,686
-212
| -3% | -$13.6K | 0.08% | 110 |
|
|
2018
Q2 | $495K | Buy |
7,898
+455
| +6% | +$28.5K | 0.08% | 108 |
|
|
2018
Q1 | $405K | Sell |
7,443
-528
| -7% | -$28.7K | 0.07% | 114 |
|
|
2017
Q4 | $508K | Buy |
7,971
+266
| +3% | +$17K | 0.09% | 97 |
|
|
2017
Q3 | $541K | Sell |
7,705
-135
| -2% | -$9.48K | 0.09% | 89 |
|
|
2017
Q2 | $587K | Sell |
7,840
-664
| -8% | -$49.7K | 0.11% | 79 |
|
|
2017
Q1 | $602K | Buy |
+8,504
| New | +$602K | 0.12% | 74 |
|