TPA
Trivium Point Advisory’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,205
| Closed | -$1.65M | – | 182 |
|
|
2019
Q4 | $1.65M | Buy |
20,205
+57
| +0.3% | +$4.66K | 0.64% | 65 |
|
|
2019
Q3 | $1.84M | Sell |
20,148
-282
| -1% | -$25.8K | 0.84% | 45 |
|
|
2019
Q2 | $1.67M | Buy |
20,430
+395
| +2% | +$32.2K | 0.74% | 55 |
|
|
2019
Q1 | $1.56M | Sell |
20,035
-7,401
| -27% | -$574K | 0.73% | 56 |
|
|
2018
Q4 | $1.9M | Buy |
+27,436
| New | +$1.9M | 1.16% | 20 |
|