Kore Private Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-917
| Closed | -$47K | – | 1080 |
|
|
2020
Q2 | $47K | Buy |
917
+15
| +2% | +$769 | 0.01% | 471 |
|
|
2020
Q1 | $41K | Sell |
902
-762
| -46% | -$34.6K | 0.01% | 453 |
|
|
2019
Q4 | $136K | Buy |
+1,664
| New | +$136K | 0.03% | 313 |
|
|
2019
Q2 | – | Sell |
-1,660
| Closed | -$129K | – | 789 |
|
|
2019
Q1 | $129K | Buy |
+1,660
| New | +$129K | 0.03% | 259 |
|