LWA
Lowe Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-177
| Closed | -$8K | – | 323 |
|
|
2020
Q1 | $8K | Hold |
177
| – | – | 0.01% | 167 |
|
|
2019
Q4 | $14K | Hold |
177
| – | – | 0.01% | 140 |
|
|
2019
Q3 | $16K | Hold |
177
| – | – | 0.01% | 126 |
|
|
2019
Q2 | $14K | Hold |
177
| – | – | 0.01% | 139 |
|
|
2019
Q1 | $13K | Buy |
+177
| New | +$13K | 0.01% | 129 |
|