Northwest Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,081
| Closed | -$84K | – | 469 |
|
|
2019
Q1 | $84K | Sell |
1,081
-81
| -7% | -$6.29K | 0.06% | 174 |
|
|
2018
Q4 | $81K | Hold |
1,162
| – | – | 0.07% | 167 |
|
|
2018
Q3 | $75K | Hold |
1,162
| – | – | 0.06% | 183 |
|
|
2018
Q2 | $73K | Sell |
1,162
-74
| -6% | -$4.65K | 0.05% | 181 |
|
|
2018
Q1 | $67K | Buy |
+1,236
| New | +$67K | 0.05% | 193 |
|