Evolution Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-50
| Closed | -$4K | – | 629 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 578 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 566 |
|
|
2021
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 574 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 546 |
|
|
2020
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 518 |
|
|
2020
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 458 |
|
|
2020
Q1 | – | Sell |
-51
| Closed | -$4K | – | 646 |
|
|
2019
Q4 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 471 |
|
|
2019
Q3 | – | Sell |
-30
| Closed | -$2K | – | 592 |
|
|
2019
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 450 |
|