Swaine & Leidel Wealth Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,897
| Closed | -$1.06M | – | 67 |
|
|
2019
Q4 | $1.06M | Sell |
12,897
-12,839
| -50% | -$1.05M | 0.88% | 38 |
|
|
2019
Q3 | $2.33M | Sell |
25,736
-435
| -2% | -$39.4K | 2.11% | 26 |
|
|
2019
Q2 | $2.13M | Sell |
26,171
-563
| -2% | -$45.9K | 2.28% | 18 |
|
|
2019
Q1 | $2.08M | Buy |
26,734
+2,752
| +11% | +$214K | 2.63% | 11 |
|
|
2018
Q4 | $1.86M | Buy |
+23,982
| New | +$1.86M | 2.96% | 5 |
|