OWA
Outlook Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,328
| Closed | -$392K | – | 168 |
|
|
2019
Q3 | $392K | Sell |
4,328
-626
| -13% | -$56.7K | 0.23% | 98 |
|
|
2019
Q2 | $404K | Buy |
4,954
+237
| +5% | +$19.3K | 0.27% | 94 |
|
|
2019
Q1 | $366K | Buy |
4,717
+3,430
| +267% | +$266K | 0.3% | 84 |
|
|
2018
Q4 | $893K | Buy |
+1,287
| New | +$893K | 0.41% | 60 |
|