Harvest Group Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-300
| Closed | -$19K | – | 717 |
|
|
2020
Q4 | $19K | Hold |
300
| – | – | 0.01% | 176 |
|
|
2020
Q3 | $17K | Hold |
300
| – | – | 0.01% | 178 |
|
|
2020
Q2 | $15K | Hold |
300
| – | – | 0.01% | 180 |
|
|
2020
Q1 | $13K | Hold |
300
| – | – | 0.01% | 179 |
|
|
2019
Q4 | $24K | Hold |
300
| – | – | 0.02% | 139 |
|
|
2019
Q3 | $27K | Hold |
300
| – | – | 0.03% | 128 |
|
|
2019
Q2 | $24K | Hold |
300
| – | – | 0.03% | 140 |
|
|
2019
Q1 | $23K | Buy |
+300
| New | +$23K | 0.02% | 146 |
|