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Paces Ferry Wealth Advisors’s Welltower WELL Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,612
Closed -$217K – 125
2021
Q2 		$217K Buy
+2,612
New +$217K 0.17% 120
2020
Q4 		– Sell
-2,736
Closed -$151K – 1091
2020
Q3 		$151K Buy
+2,736
New +$151K 0.13% 121