Graves Light Lenhart Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-657
| Closed | -$54K | – | 612 |
|
|
2022
Q2 | $54K | Hold |
657
| – | – | 0.01% | 298 |
|
|
2022
Q1 | $63K | Hold |
657
| – | – | 0.01% | 327 |
|
|
2021
Q4 | $56K | Hold |
657
| – | – | 0.01% | 384 |
|
|
2021
Q3 | $54K | Hold |
657
| – | – | 0.01% | 360 |
|
|
2021
Q2 | $55K | Hold |
657
| – | – | 0.01% | 364 |
|
|
2021
Q1 | $47K | Hold |
657
| – | – | 0.01% | 395 |
|
|
2020
Q4 | $42K | Buy |
+657
| New | +$42K | 0.01% | 398 |
|