TFO Wealth Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-40
| Closed | -$3K | – | 173 |
|
|
2021
Q4 | $3K | Buy |
40
+8
| +25% | +$600 | ﹤0.01% | 119 |
|
|
2021
Q3 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 127 |
|
|
2020
Q3 | – | Sell |
-250
| Closed | -$13K | – | 194 |
|
|
2020
Q2 | $13K | Buy |
+250
| New | +$13K | 0.01% | 78 |
|
|
2020
Q1 | – | Sell |
-749
| Closed | -$61K | – | 177 |
|
|
2019
Q4 | $61K | Buy |
+749
| New | +$61K | 0.06% | 59 |
|