Gupta Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $10K | Sell |
148
-25
| -14% | -$1.69K | ﹤0.01% | 863 |
|
|
2015
Q4 | $12K | Sell |
173
-14
| -7% | -$971 | ﹤0.01% | 843 |
|
|
2015
Q3 | $13K | Sell |
187
-85
| -31% | -$5.91K | ﹤0.01% | 855 |
|
|
2015
Q2 | $18K | Sell |
272
-15
| -5% | -$993 | ﹤0.01% | 762 |
|
|
2015
Q1 | $22K | Buy |
+287
| New | +$22K | 0.01% | 577 |
|