LWM
LBA Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 343 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 348 |
|
|
2016
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 351 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 322 |
|
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 329 |
|
|
2015
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 321 |
|