GWMIA
Global Wealth Management Investment Advisory’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16
| Closed | -$1K | – | 527 |
|
|
2020
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 449 |
|
|
2020
Q3 | – | Sell |
-228
| Closed | -$12K | – | 644 |
|
|
2020
Q2 | $12K | Sell |
228
-87
| -28% | -$4.58K | 0.01% | 333 |
|
|
2020
Q1 | $14K | Hold |
315
| – | – | 0.01% | 293 |
|
|
2019
Q4 | $26K | Sell |
315
-62
| -16% | -$5.12K | 0.01% | 248 |
|
|
2019
Q3 | $34K | Sell |
377
-13
| -3% | -$1.17K | 0.02% | 201 |
|
|
2019
Q2 | $32K | Sell |
390
-2,214
| -85% | -$182K | 0.02% | 218 |
|
|
2019
Q1 | $202K | Sell |
2,604
-3,621
| -58% | -$281K | 0.1% | 115 |
|
|
2018
Q4 | $432K | Buy |
+6,225
| New | +$432K | 0.25% | 90 |
|