Foster Victor 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
Q2 | – | Sell |
-82,392
| Closed | -$3.6M | – | 131 |
|
|
2020
Q1 | $3.6M | Buy |
82,392
+42,111
| +105% | +$1.84M | 1.58% | 23 |
|
|
2019
Q4 | $3.31M | Buy |
40,281
+9,282
| +30% | +$764K | 1.44% | 17 |
|
|
2019
Q3 | $2.84M | Buy |
30,999
+15,728
| +103% | +$1.44M | 1.58% | 10 |
|
|
2019
Q2 | $1.3M | Buy |
15,271
+3,025
| +25% | +$258K | 0.96% | 14 |
|
|
2019
Q1 | $950K | Buy |
12,246
+397
| +3% | +$30.8K | 0.74% | 20 |
|
|
2018
Q4 | $822K | Buy |
+11,849
| New | +$822K | 0.77% | 16 |
|