Genovese Burford & Brothers Wealth & Retirement Plan Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-428
| Closed | -$27K | – | 373 |
|
|
2018
Q2 | $27K | Hold |
428
| – | – | 0.01% | 224 |
|
|
2018
Q1 | $23K | Hold |
428
| – | – | 0.01% | 238 |
|
|
2017
Q4 | $26K | Hold |
428
| – | – | 0.07% | 125 |
|
|
2017
Q3 | $30K | Hold |
428
| – | – | 0.01% | 187 |
|
|
2017
Q2 | $32K | Hold |
428
| – | – | 0.01% | 179 |
|
|
2017
Q1 | $31K | Buy |
+428
| New | +$31K | 0.01% | 190 |
|