LFASL
Lugano Financial Advisors SA (LFA)’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,300
| Closed | -$67K | – | 122 |
|
|
2020
Q2 | $67K | Hold |
1,300
| – | – | 0.07% | 87 |
|
|
2020
Q1 | $110K | Hold |
1,300
| – | – | 0.1% | 88 |
|
|
2019
Q4 | $106K | Buy |
+1,300
| New | +$106K | 0.08% | 91 |
|
|
2019
Q2 | $106K | Hold |
1,300
| – | – | 0.07% | 90 |
|
|
2019
Q1 | $100K | Buy |
+1,300
| New | +$100K | 0.06% | 94 |
|