Mosaic Family Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $300K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $226K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $121K | Buy |
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|
2018
Q4 | $104K | Hold |
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|
2018
Q3 | $104K | Hold |
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|
2018
Q2 | $94K | Hold |
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|
2018
Q1 | $82K | Hold |
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|
2017
Q4 | $96K | Sell |
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|
2017
Q3 | $141K | Hold |
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|
2017
Q2 | $150K | Hold |
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|
2017
Q1 | $142K | Hold |
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|
2016
Q4 | $134K | Buy |
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|
2016
Q3 | $75K | Hold |
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|
2016
Q2 | $77K | Hold |
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|
2016
Q1 | $69K | Sell |
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|
2015
Q4 | $115K | Buy |
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