RE Dickinson Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$8K | – | 290 |
|
|
2023
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 268 |
|
|
2023
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 291 |
|
|
2022
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 177 |
|
|
2022
Q2 | $8 | Hold |
100
| – | – | ﹤0.01% | 174 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | 0.01% | 183 |
|
|
2021
Q4 | $9K | Buy |
+100
| New | +$9K | 0.01% | 186 |
|