Gerber Kawasaki Wealth & Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,700
| Closed | -$237K | – | 267 |
|
|
2022
Q3 | $237K | Hold |
3,700
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $304K | Hold |
3,700
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $355K | Hold |
3,700
| – | – | 0.03% | 185 |
|
|
2021
Q4 | $317K | Hold |
3,700
| – | – | 0.03% | 202 |
|
|
2021
Q3 | $304K | Hold |
3,700
| – | – | 0.04% | 139 |
|
|
2021
Q2 | $307K | Buy |
+3,700
| New | +$307K | 0.03% | 186 |
|