Pacifica Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-39
| Closed | -$3K | – | 507 |
|
|
2022
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 411 |
|
|
2022
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 420 |
|
|
2022
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 421 |
|
|
2021
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 420 |
|
|
2021
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 419 |
|
|
2021
Q2 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 406 |
|