SSWM
Sheets Smith Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,327
| Closed | -$224K | – | 352 |
|
|
2022
Q1 | $224K | Buy |
+2,327
| New | +$224K | 0.03% | 323 |
|
|
2020
Q1 | – | Sell |
-9,852
| Closed | -$806K | – | 331 |
|
|
2019
Q4 | $806K | Sell |
9,852
-325
| -3% | -$26.6K | 0.15% | 144 |
|
|
2019
Q3 | $923K | Sell |
10,177
-772
| -7% | -$70K | 0.19% | 129 |
|
|
2019
Q2 | $893K | Buy |
10,949
+16
| +0.1% | +$1.31K | 0.18% | 135 |
|
|
2019
Q1 | $848K | Buy |
10,933
+82
| +0.8% | +$6.36K | 0.18% | 137 |
|
|
2018
Q4 | $753K | Buy |
10,851
+86
| +0.8% | +$5.97K | 0.2% | 128 |
|
|
2018
Q3 | $692K | Buy |
10,765
+98
| +0.9% | +$6.3K | 0.14% | 173 |
|
|
2018
Q2 | $669K | Buy |
10,667
+917
| +9% | +$57.5K | 0.16% | 158 |
|
|
2018
Q1 | $531K | Buy |
9,750
+887
| +10% | +$48.3K | 0.13% | 178 |
|
|
2017
Q4 | $565K | Buy |
+8,863
| New | +$565K | 0.13% | 182 |
|