ERTS Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,560
| Closed | -$291K | – | 95 |
|
|
2019
Q4 | $291K | Sell |
3,560
-280
| -7% | -$22.9K | 0.13% | 67 |
|
|
2019
Q3 | $348K | Sell |
3,840
-485
| -11% | -$44K | 0.18% | 57 |
|
|
2019
Q2 | $353K | Sell |
4,325
-100
| -2% | -$8.16K | 0.19% | 60 |
|
|
2019
Q1 | $343K | Sell |
4,425
-835
| -16% | -$64.7K | 0.2% | 61 |
|
|
2018
Q4 | $365K | Buy |
+5,260
| New | +$365K | 0.26% | 51 |
|