tru Independence’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-505
| Closed | -$41K | – | 333 |
|
|
2021
Q2 | $41K | Buy |
+505
| New | +$41K | 0.01% | 234 |
|
|
2021
Q1 | – | Sell |
-371
| Closed | -$24 | – | 714 |
|
|
2020
Q4 | $24 | Buy |
371
+108
| +41% | +$7 | ﹤0.01% | 531 |
|
|
2020
Q3 | $14K | Sell |
263
-296
| -53% | -$15.8K | ﹤0.01% | 268 |
|
|
2020
Q2 | $29 | Buy |
559
+264
| +89% | +$14 | ﹤0.01% | 454 |
|
|
2020
Q1 | $13 | Hold |
295
| – | – | ﹤0.01% | 413 |
|
|
2019
Q4 | $13K | Buy |
+295
| New | +$13K | ﹤0.01% | 535 |
|