H
HoyleCohen’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,625
| Closed | -$216K | – | 283 |
|
|
2021
Q3 | $216K | Hold |
2,625
| – | – | 0.02% | 254 |
|
|
2021
Q2 | $218 | Sell |
2,625
-675
| -20% | -$56 | 0.02% | 257 |
|
|
2021
Q1 | $236K | Hold |
3,300
| – | – | 0.02% | 241 |
|
|
2020
Q4 | $213K | Buy |
+3,300
| New | +$213K | 0.02% | 215 |
|