THWM
Taylor Hoffman Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-124
| Closed | -$6K | – | 365 |
|
|
2020
Q2 | $6K | Buy |
+124
| New | +$6K | ﹤0.01% | 323 |
|
|
2020
Q1 | – | Sell |
-124
| Closed | -$10K | – | 386 |
|
|
2019
Q4 | $10K | Hold |
124
| – | – | 0.01% | 319 |
|
|
2019
Q3 | $11K | Hold |
124
| – | – | 0.01% | 302 |
|
|
2019
Q2 | $10K | Hold |
124
| – | – | 0.01% | 291 |
|
|
2019
Q1 | $10K | Hold |
124
| – | – | 0.01% | 291 |
|
|
2018
Q4 | $9K | Sell |
124
-115
| -48% | -$8.35K | 0.01% | 289 |
|
|
2018
Q3 | $15K | Hold |
239
| – | – | 0.01% | 259 |
|
|
2018
Q2 | $15K | Hold |
239
| – | – | 0.01% | 245 |
|
|
2018
Q1 | $13K | Hold |
239
| – | – | 0.01% | 261 |
|
|
2017
Q4 | $15K | Buy |
+239
| New | +$15K | 0.01% | 266 |
|