SWMG
WELL icon

Signature Wealth Management Group’s Welltower WELL Stock Holding History

Signature Wealth Management Group’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-122
Closed -$8K – 300
2018
Q3 		$8K Sell
122
-27
-18% -$1.77K 0.01% 209
2018
Q2 		$9K Hold
149
– – 0.01% 200
2018
Q1 		$8K Hold
149
– – 0.01% 206
2017
Q4 		$10K Buy
+149
New +$10K 0.01% 188