RWA
Redhawk Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,326
| Closed | -$320K | – | 213 |
|
|
2022
Q1 | $320K | Buy |
+3,326
| New | +$320K | 0.08% | 156 |
|
|
2019
Q4 | – | Sell |
-2,350
| Closed | -$213K | – | 197 |
|
|
2019
Q3 | $213K | Sell |
2,350
-610
| -21% | -$55.3K | 0.09% | 125 |
|
|
2019
Q2 | $241K | Hold |
2,960
| – | – | 0.1% | 121 |
|
|
2019
Q1 | $230K | Hold |
2,960
| – | – | 0.12% | 116 |
|
|
2018
Q4 | $229K | Buy |
+2,960
| New | +$229K | 0.14% | 101 |
|