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Moser Wealth Advisors’s Welltower WELL Stock Holding History

Moser Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-504
Closed -$26K – 125
2020
Q2 		$26K Hold
504
– – 0.02% 89
2020
Q1 		$23K Hold
504
– – 0.03% 92
2019
Q4 		$41K Buy
+504
New +$41K 0.04% 95