FSWA
Financial Synergies Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19
| Closed | -$1.78K | – | 477 |
|
|
2024
Q1 | $1.78K | Buy |
+19
| New | +$1.78K | ﹤0.01% | 338 |
|
|
2023
Q4 | – | Sell |
-19
| Closed | -$1.56K | – | 549 |
|
|
2023
Q3 | $1.56K | Buy |
+19
| New | +$1.56K | ﹤0.01% | 328 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | -$322 | – | 506 |
|
|
2022
Q3 | $322 | Hold |
5
| – | – | ﹤0.01% | 414 |
|
|
2022
Q2 | $412 | Buy |
+5
| New | +$412 | ﹤0.01% | 389 |
|