River Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,662
| Closed | -$115K | – | 509 |
|
|
2018
Q4 | $115K | Sell |
1,662
-19
| -1% | -$1.32K | 0.05% | 179 |
|
|
2018
Q3 | $108K | Buy |
1,681
+3
| +0.2% | +$193 | 0.04% | 202 |
|
|
2018
Q2 | $105K | Buy |
+1,678
| New | +$105K | 0.04% | 195 |
|
|
2015
Q2 | – | Sell |
-2,380
| Closed | -$184K | – | 140 |
|
|
2015
Q1 | $184K | Buy |
+2,380
| New | +$184K | 0.11% | 137 |
|