FAM
Formidable Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13,725
| Closed | -$376K | – | 342 |
|
|
2019
Q1 | $376K | Buy |
+13,725
| New | +$376K | 0.15% | 122 |
|
|
2016
Q2 | – | Sell |
-180
| Closed | -$12K | – | 425 |
|
|
2016
Q1 | $12K | Hold |
180
| – | – | 0.01% | 328 |
|
|
2015
Q4 | $12K | Hold |
180
| – | – | 0.01% | 362 |
|
|
2015
Q3 | $12K | Buy |
+180
| New | +$12K | 0.01% | 384 |
|