TWA
TCI Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-57
| Closed | -$4.09K | – | 2226 |
|
|
2023
Q1 | $4.09K | Buy |
57
+11
| +24% | +$789 | ﹤0.01% | 1671 |
|
|
2022
Q4 | $3.02K | Sell |
46
-50
| -52% | -$3.28K | ﹤0.01% | 1856 |
|
|
2022
Q3 | $6K | Sell |
96
-6
| -6% | -$375 | ﹤0.01% | 1392 |
|
|
2022
Q2 | $8K | Sell |
102
-28
| -22% | -$2.2K | ﹤0.01% | 1188 |
|
|
2022
Q1 | $12K | Hold |
130
| – | – | ﹤0.01% | 1011 |
|
|
2021
Q4 | $11K | Buy |
130
+17
| +15% | +$1.44K | ﹤0.01% | 1126 |
|
|
2021
Q3 | $9K | Buy |
113
+37
| +49% | +$2.95K | ﹤0.01% | 1190 |
|
|
2021
Q2 | $7K | Buy |
76
+17
| +29% | +$1.57K | ﹤0.01% | 1231 |
|
|
2021
Q1 | $5K | Buy |
59
+48
| +436% | +$4.07K | ﹤0.01% | 1297 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q3 | $0 | Buy |
11
+8
| +267% | – | ﹤0.01% | 1651 |
|
|
2020
Q2 | $0 | Sell |
3
-71
| -96% | – | ﹤0.01% | 1662 |
|
|
2020
Q1 | $3K | Sell |
74
-90
| -55% | -$3.65K | ﹤0.01% | 923 |
|
|
2019
Q4 | $13K | Buy |
164
+45
| +38% | +$3.57K | 0.01% | 656 |
|
|
2019
Q3 | $11K | Hold |
119
| – | – | ﹤0.01% | 629 |
|
|
2019
Q2 | $10K | Sell |
119
-2
| -2% | -$168 | ﹤0.01% | 629 |
|
|
2019
Q1 | $10K | Sell |
121
-10
| -8% | -$826 | ﹤0.01% | 635 |
|
|
2018
Q4 | $9K | Sell |
131
-26
| -17% | -$1.79K | ﹤0.01% | 651 |
|
|
2018
Q3 | $10K | Buy |
157
+40
| +34% | +$2.55K | ﹤0.01% | 634 |
|
|
2018
Q2 | $7K | Buy |
+117
| New | +$7K | ﹤0.01% | 718 |
|
|
2016
Q2 | – | Sell |
-108
| Closed | -$7K | – | 1381 |
|
|
2016
Q1 | $7K | Buy |
+108
| New | +$7K | ﹤0.01% | 662 |
|