Regal Wealth Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-51
| Closed | -$4K | – | 241 |
|
|
2021
Q1 | $4K | Hold |
51
| – | – | ﹤0.01% | 208 |
|
|
2020
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 189 |
|
|
2020
Q3 | $3K | Buy |
51
+1
| +2% | +$59 | ﹤0.01% | 186 |
|
|
2020
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 181 |
|
|
2016
Q4 | – | Sell |
-60
| Closed | -$4K | – | 186 |
|
|
2016
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 158 |
|
|
2016
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 147 |
|