Horizon Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25
| Closed | -$2.14K | – | 118 |
|
|
2021
Q4 | $2.14K | Hold |
25
| – | – | ﹤0.01% | 115 |
|
|
2021
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 137 |
|
|
2021
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 128 |
|
|
2021
Q1 | $2K | Sell |
25
-357
| -93% | -$28.6K | ﹤0.01% | 107 |
|
|
2020
Q4 | $25K | Hold |
382
| – | – | 0.02% | 48 |
|
|
2020
Q3 | $21K | Buy |
+382
| New | +$21K | 0.02% | 49 |
|