GGPS
Gary Goldberg Planning Services’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $78K | Hold |
1,026
| – | – | 0.03% | 172 |
|
|
2014
Q3 | $64K | Buy |
1,026
+26
| +3% | +$1.62K | 0.03% | 190 |
|
|
2014
Q2 | $63K | Sell |
1,000
-115
| -10% | -$7.25K | 0.03% | 196 |
|
|
2014
Q1 | $66K | Hold |
1,115
| – | – | 0.03% | 190 |
|
|
2013
Q4 | $60K | Hold |
1,115
| – | – | 0.03% | 191 |
|
|
2013
Q3 | $70K | Hold |
1,115
| – | – | 0.04% | 160 |
|
|
2013
Q2 | $75K | Buy |
+1,115
| New | +$75K | 0.05% | 146 |
|