OAM
WELL icon

Optimal Asset Management’s Welltower WELL Stock Holding History

Optimal Asset Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,192
Closed -$400K – 430
2020
Q4 		$400K Sell
6,192
-6,172
-50% -$399K 0.06% 368
2020
Q3 		$682K Buy
12,364
+6,251
+102% +$345K 0.1% 290
2020
Q2 		$316K Buy
+6,113
New +$316K 0.05% 377