KFC
Klingenstein Fields & Co’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,481
| Closed | -$285K | – | 191 |
|
|
2019
Q4 | $285K | Sell |
3,481
-159
| -4% | -$13K | 0.01% | 165 |
|
|
2019
Q3 | $330K | Sell |
3,640
-66
| -2% | -$5.98K | 0.02% | 157 |
|
|
2019
Q2 | $302K | Buy |
3,706
+37
| +1% | +$3.02K | 0.02% | 164 |
|
|
2019
Q1 | $285K | Buy |
3,669
+97
| +3% | +$7.54K | 0.02% | 169 |
|
|
2018
Q4 | $248K | Sell |
3,572
-277
| -7% | -$19.2K | 0.01% | 174 |
|
|
2018
Q3 | $248K | Buy |
3,849
+596
| +18% | +$38.4K | 0.01% | 191 |
|
|
2018
Q2 | $204K | Buy |
+3,253
| New | +$204K | 0.01% | 206 |
|