Icon Wealth Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-879
| Closed | -$68K | – | 775 |
|
|
2019
Q1 | $68K | Buy |
+879
| New | +$68K | 0.03% | 296 |
|
|
2018
Q3 | – | Sell |
-1,034
| Closed | -$65K | – | 722 |
|
|
2018
Q2 | $65K | Buy |
+1,034
| New | +$65K | 0.03% | 320 |
|
|
2018
Q1 | – | Sell |
-910
| Closed | -$58K | – | 734 |
|
|
2017
Q4 | $58K | Buy |
+910
| New | +$58K | 0.03% | 386 |
|