JA
JOYN Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,925
| Closed | -$134K | – | 1406 |
|
|
2018
Q4 | $134K | Hold |
1,925
| – | – | 0.03% | 157 |
|
|
2018
Q3 | $124K | Buy |
1,925
+23
| +1% | +$1.48K | 0.02% | 190 |
|
|
2018
Q2 | $119K | Buy |
1,902
+1,778
| +1,434% | +$111K | 0.03% | 190 |
|
|
2018
Q1 | $7K | Buy |
+124
| New | +$7K | ﹤0.01% | 820 |
|