Swaine & Leidel Wealth Services’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$1.05M Sell
2019
Q3
$2.33M Sell
2019
Q2
$2.13M Sell
2019
Q1
$2.08M Buy
2018
Q4
$1.86M Buy