First Personal Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $769 | Buy |
+6
| New | +$769 | ﹤0.01% | 369 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$2K | – | 534 |
|
|
2019
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 388 |
|
|
2019
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 436 |
|
|
2019
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 675 |
|
|
2018
Q2 | – | Sell |
-6
| Closed | -$2K | – | 937 |
|
|
2018
Q1 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 993 |
|
|
2017
Q4 | – | Hold |
0
| – | -$20K | – | 670 |
|
|
2017
Q3 | – | Hold |
0
| – | -$22K | – | 593 |
|
|
2017
Q2 | – | Hold |
0
| – | -$21K | – | 568 |
|
|
2017
Q1 | – | Hold |
0
| – | -$17K | – | 560 |
|
|
2016
Q4 | – | Hold |
0
| – | -$7K | – | 584 |
|
|
2016
Q3 | – | Hold |
0
| – | -$10K | – | 666 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 568 |
|
|
2015
Q2 | – | Hold |
0
| – | -$3K | – | 547 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 396 |
|