LWS
Lucia Wealth Services’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-316
| Closed | -$29K | – | 190 |
|
|
2019
Q3 | $29K | Hold |
316
| – | – | 0.01% | 146 |
|
|
2019
Q2 | $26K | Sell |
316
-146
| -32% | -$12K | 0.01% | 153 |
|
|
2019
Q1 | $36K | Buy |
462
+376
| +437% | +$29.3K | 0.01% | 166 |
|
|
2018
Q4 | $6K | Sell |
86
-736
| -90% | -$51.3K | ﹤0.01% | 164 |
|
|
2018
Q3 | $53K | Buy |
822
+225
| +38% | +$14.5K | 0.02% | 188 |
|
|
2018
Q2 | $37K | Buy |
597
+274
| +85% | +$17K | 0.02% | 180 |
|
|
2018
Q1 | $18K | Buy |
+323
| New | +$18K | 0.01% | 172 |
|