SWM
Selective Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-313
| Closed | -$20K | – | 728 |
|
|
2022
Q3 | $20K | Buy |
313
+173
| +124% | +$11.1K | 0.01% | 426 |
|
|
2022
Q2 | $12K | Hold |
140
| – | – | ﹤0.01% | 548 |
|
|
2022
Q1 | $13K | Sell |
140
-300
| -68% | -$27.9K | ﹤0.01% | 509 |
|
|
2021
Q4 | $38K | Hold |
440
| – | – | 0.02% | 316 |
|
|
2021
Q3 | $36K | Buy |
440
+300
| +214% | +$24.5K | 0.02% | 293 |
|
|
2021
Q2 | $12K | Hold |
140
| – | – | 0.01% | 326 |
|
|
2021
Q1 | $10K | Sell |
140
-110
| -44% | -$7.86K | 0.01% | 257 |
|
|
2020
Q4 | $16K | Buy |
250
+110
| +79% | +$7.04K | 0.01% | 207 |
|
|
2020
Q3 | $8K | Hold |
140
| – | – | 0.01% | 218 |
|
|
2020
Q2 | $7K | Hold |
140
| – | – | 0.01% | 273 |
|
|
2020
Q1 | $6K | Hold |
140
| – | – | 0.01% | 193 |
|
|
2019
Q4 | $11K | Hold |
140
| – | – | 0.01% | 157 |
|
|
2019
Q3 | $13K | Buy |
+140
| New | +$13K | 0.02% | 152 |
|
|
2018
Q3 | $9K | Buy |
+140
| New | +$9K | 0.11% | 96 |
|