Omnia Family Wealth’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 |
-59
| Closed | -$5K | – | 525 |
|
|
2019
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 325 |
|
|
2018
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 316 |
|
|
2018
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 346 |
|
|
2018
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 334 |
|
|
2018
Q1 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 392 |
|
|
2017
Q3 | – | Sell |
-40
| Closed | -$3K | – | 693 |
|
|
2017
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 539 |
|
|
2017
Q1 | – | Sell |
-30
| Closed | -$2K | – | 779 |
|
|
2016
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 633 |
|