Marks Group Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,470
| Closed | -$533K | – | 299 |
|
|
2021
Q2 | $533K | Buy |
6,470
+66
| +1% | +$5.44K | 0.07% | 176 |
|
|
2021
Q1 | $460K | Buy |
6,404
+237
| +4% | +$17K | 0.07% | 181 |
|
|
2020
Q4 | $399K | Buy |
6,167
+494
| +9% | +$32K | 0.06% | 188 |
|
|
2020
Q3 | $313K | Buy |
5,673
+128
| +2% | +$7.06K | 0.06% | 201 |
|
|
2020
Q2 | $286K | Buy |
5,545
+1,264
| +30% | +$65.2K | 0.06% | 196 |
|
|
2020
Q1 | $200K | Sell |
4,281
-120
| -3% | -$5.61K | 0.05% | 208 |
|
|
2019
Q4 | $360K | Buy |
+4,401
| New | +$360K | 0.07% | 187 |
|