Heritage Wealth Management (Arizona)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $21.4K | Buy |
326
+195
| +149% | +$12.8K | ﹤0.01% | 648 |
|
|
2022
Q3 | $8K | Buy |
131
+11
| +9% | +$672 | ﹤0.01% | 698 |
|
|
2022
Q2 | $9.88K | Hold |
120
| – | – | ﹤0.01% | 666 |
|
|
2022
Q1 | $12K | Buy |
+120
| New | +$12K | ﹤0.01% | 688 |
|
|
2021
Q3 | $10K | Hold |
120
| – | – | ﹤0.01% | 660 |
|
|
2021
Q2 | $10K | Buy |
+120
| New | +$10K | ﹤0.01% | 667 |
|