TAIM
TD Ameritrade Investment Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27
| Closed | -$2K | – | 510 |
|
|
2023
Q2 | $2K | Buy |
27
+6
| +29% | +$444 | ﹤0.01% | 483 |
|
|
2023
Q1 | $2K | Sell |
21
-8
| -28% | -$762 | ﹤0.01% | 515 |
|
|
2022
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 530 |
|
|
2022
Q2 | $2K | Sell |
29
-187
| -87% | -$12.9K | ﹤0.01% | 563 |
|
|
2022
Q1 | $21K | Hold |
216
| – | – | ﹤0.01% | 418 |
|
|
2021
Q4 | $19K | Buy |
+216
| New | +$19K | ﹤0.01% | 422 |
|