Professional Financial Advisors’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 |
-112
| Closed | -$7K | – | 468 |
|
|
2022
Q3 | $7K | Hold |
112
| – | – | ﹤0.01% | 329 |
|
|
2022
Q2 | $9K | Hold |
112
| – | – | 0.01% | 311 |
|
|
2022
Q1 | $11K | Hold |
112
| – | – | ﹤0.01% | 303 |
|
|
2021
Q4 | $10K | Hold |
112
| – | – | ﹤0.01% | 320 |
|
|
2021
Q3 | $9K | Hold |
112
| – | – | 0.01% | 279 |
|
|
2021
Q2 | $9K | Hold |
112
| – | – | 0.01% | 288 |
|
|
2021
Q1 | $8K | Hold |
112
| – | – | 0.01% | 264 |
|
|
2020
Q4 | $7K | Hold |
112
| – | – | 0.01% | 271 |
|
|
2020
Q3 | $6K | Buy |
+112
| New | +$6K | 0.01% | 258 |
|