Price Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $82K | Buy |
1,493
+1,439
| +2,665% | +$79K | 0.02% | 109 |
|
|
2020
Q2 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 276 |
|
|
2020
Q1 | – | Sell |
-16
| Closed | -$1K | – | 512 |
|
|
2019
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 382 |
|
|
2018
Q3 | – | Hold |
0
| – | -$6K | – | 452 |
|
|
2018
Q2 | – | Sell |
-34
| Closed | -$2K | – | 354 |
|
|
2018
Q1 | $2K | Sell |
34
-98
| -74% | -$5.77K | ﹤0.01% | 313 |
|
|
2017
Q4 | $8K | Buy |
+132
| New | +$8K | 0.01% | 220 |
|