RWA
Ropes Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4
| Closed | – | – | 787 |
|
|
2020
Q4 | $0 | Sell |
4
-246
| -98% | – | ﹤0.01% | 929 |
|
|
2020
Q3 | $14K | Hold |
250
| – | – | ﹤0.01% | 487 |
|
|
2020
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 432 |
|
|
2020
Q1 | $11K | Hold |
250
| – | – | ﹤0.01% | 417 |
|
|
2019
Q4 | $20K | Buy |
+250
| New | +$20K | ﹤0.01% | 418 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$32K | – | 546 |
|
|
2018
Q3 | $32K | Hold |
500
| – | – | 0.01% | 370 |
|
|
2018
Q2 | $31K | Hold |
500
| – | – | 0.01% | 389 |
|
|
2018
Q1 | $27K | Hold |
500
| – | – | 0.01% | 382 |
|
|
2017
Q4 | $32K | Buy |
+500
| New | +$32K | 0.01% | 390 |
|