SWM
Sugarloaf Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-57
| Closed | -$5.33K | – | 688 |
|
|
2024
Q1 | $5.33K | Buy |
+57
| New | +$5.33K | ﹤0.01% | 533 |
|
|
2022
Q4 | – | Sell |
-650
| Closed | -$42K | – | 869 |
|
|
2022
Q3 | $42K | Buy |
+650
| New | +$42K | 0.01% | 311 |
|
|
2020
Q1 | – | Sell |
-62
| Closed | -$5K | – | 760 |
|
|
2019
Q4 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 554 |
|