KMWM
Keudell/Morrison Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,697
| Closed | -$764K | – | 152 |
|
|
2020
Q1 | $764K | Buy |
16,697
+1,407
| +9% | +$64.4K | 0.75% | 49 |
|
|
2019
Q4 | $1.25M | Sell |
15,290
-549
| -3% | -$44.9K | 0.86% | 33 |
|
|
2019
Q3 | $1.44M | Sell |
15,839
-494
| -3% | -$44.8K | 1.18% | 21 |
|
|
2019
Q2 | $1.43M | Sell |
16,333
-631
| -4% | -$55.1K | 1.25% | 21 |
|
|
2019
Q1 | $1.32M | Buy |
+16,964
| New | +$1.32M | 1.16% | 22 |
|