Hoover Financial Advisors’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$14K Sell
163
-24
-13% -$2.06K ﹤0.01% 441
2021
Q1
$14K Buy
187
+27
+17% +$2.02K ﹤0.01% 398
2020
Q4
$10K Buy
+160
New +$10K ﹤0.01% 412
2020
Q3
Sell
-157
Closed -$8K 479
2020
Q2
$8K Buy
+157
New +$8K ﹤0.01% 365