Squar Milner Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-313
| Closed | -$14K | – | 748 |
|
|
2020
Q1 | $14K | Sell |
313
-24
| -7% | -$1.07K | 0.01% | 514 |
|
|
2019
Q4 | $27K | Buy |
+337
| New | +$27K | 0.01% | 478 |
|
|
2019
Q3 | – | Sell |
-354
| Closed | -$29K | – | 723 |
|
|
2019
Q2 | $29K | Hold |
354
| – | – | 0.02% | 416 |
|
|
2019
Q1 | $27K | Hold |
354
| – | – | 0.02% | 397 |
|
|
2018
Q4 | $25K | Hold |
354
| – | – | 0.02% | 371 |
|
|
2018
Q3 | $23K | Hold |
354
| – | – | 0.02% | 402 |
|
|
2018
Q2 | $22K | Buy |
+354
| New | +$22K | 0.02% | 468 |
|