JWM
Janiczek Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.5K | Hold |
168
| – | – | ﹤0.01% | 581 |
|
|
2024
Q1 | $15.7K | Hold |
168
| – | – | ﹤0.01% | 609 |
|
|
2023
Q4 | $15.1K | Buy |
168
+2
| +1% | +$180 | ﹤0.01% | 590 |
|
|
2023
Q3 | $13.6K | Hold |
166
| – | – | ﹤0.01% | 576 |
|
|
2023
Q2 | $13.4K | Hold |
166
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $12.3K | Sell |
166
-4
| -2% | -$296 | ﹤0.01% | 532 |
|
|
2022
Q4 | $12.3K | Buy |
170
+166
| +4,150% | +$12K | ﹤0.01% | 528 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1062 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1080 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1080 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1038 |
|