Red Door Wealth Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-925
Closed -$76K 616
2021
Q2
$76K Buy
+925
New +$76K 0.03% 217
2020
Q3
Sell
-894
Closed -$46K 432
2020
Q2
$46K Buy
894
+10
+1% +$515 0.03% 187
2020
Q1
$40K Buy
+884
New +$40K 0.04% 179