Lenox Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2K | Buy |
21
+8
| +62% | +$762 | ﹤0.01% | 673 |
|
|
2021
Q4 | $1K | Sell |
13
-67
| -84% | -$5.15K | ﹤0.01% | 927 |
|
|
2021
Q3 | $7K | Buy |
80
+5
| +7% | +$438 | ﹤0.01% | 524 |
|
|
2021
Q2 | $6K | Sell |
75
-156
| -68% | -$12.5K | ﹤0.01% | 533 |
|
|
2021
Q1 | $17K | Hold |
231
| – | – | ﹤0.01% | 339 |
|
|
2020
Q4 | $15K | Buy |
+231
| New | +$15K | ﹤0.01% | 363 |
|
|
2020
Q3 | – | Sell |
-305
| Closed | -$16K | – | 654 |
|
|
2020
Q2 | $16K | Buy |
+305
| New | +$16K | ﹤0.01% | 329 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | – | – | 947 |
|
|
2019
Q4 | $0 | Sell |
5
-260
| -98% | – | ﹤0.01% | 827 |
|
|
2019
Q3 | $24K | Sell |
265
-29
| -10% | -$2.63K | ﹤0.01% | 275 |
|
|
2019
Q2 | $24K | Buy |
+294
| New | +$24K | ﹤0.01% | 210 |
|
|
2018
Q3 | – | Sell |
-195
| Closed | -$12K | – | 525 |
|
|
2018
Q2 | $12K | Buy |
+195
| New | +$12K | ﹤0.01% | 330 |
|