JFS Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-177
| Closed | -$16.5K | – | 2050 |
|
|
2024
Q1 | $16.5K | Buy |
177
+157
| +785% | +$14.7K | ﹤0.01% | 669 |
|
|
2023
Q4 | $1.8K | Buy |
+20
| New | +$1.8K | ﹤0.01% | 1482 |
|
|
2022
Q1 | – | Sell |
-172
| Closed | -$15K | – | 1986 |
|
|
2021
Q4 | $15K | Buy |
+172
| New | +$15K | ﹤0.01% | 624 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$4K | – | 542 |
|
|
2018
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 474 |
|
|
2018
Q1 | – | Sell |
-57
| Closed | -$4K | – | 573 |
|
|
2017
Q4 | $4K | Hold |
57
| – | – | ﹤0.01% | 451 |
|
|
2017
Q3 | $4K | Sell |
57
-68
| -54% | -$4.77K | ﹤0.01% | 404 |
|
|
2017
Q2 | $9K | Hold |
125
| – | – | ﹤0.01% | 349 |
|
|
2017
Q1 | $8K | Hold |
125
| – | – | ﹤0.01% | 368 |
|
|
2016
Q4 | $8K | Hold |
125
| – | – | ﹤0.01% | 368 |
|
|
2016
Q3 | $9K | Hold |
125
| – | – | ﹤0.01% | 394 |
|
|
2016
Q2 | $10K | Hold |
125
| – | – | ﹤0.01% | 391 |
|
|
2016
Q1 | $9K | Hold |
125
| – | – | ﹤0.01% | 408 |
|
|
2015
Q4 | $9K | Hold |
125
| – | – | ﹤0.01% | 407 |
|
|
2015
Q3 | $8K | Sell |
125
-152
| -55% | -$9.73K | ﹤0.01% | 371 |
|
|
2015
Q2 | $18K | Hold |
277
| – | – | 0.01% | 299 |
|
|
2015
Q1 | $21K | Sell |
277
-4
| -1% | -$303 | 0.01% | 277 |
|
|
2014
Q4 | $21K | Hold |
281
| – | – | ﹤0.01% | 284 |
|
|
2014
Q3 | $18K | Hold |
281
| – | – | ﹤0.01% | 279 |
|
|
2014
Q2 | $18K | Buy |
+281
| New | +$18K | ﹤0.01% | 271 |
|