TRUE Private Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-150
| Closed | -$9K | – | 702 |
|
|
2020
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 552 |
|
|
2020
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 527 |
|
|
2020
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 530 |
|
|
2020
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 511 |
|
|
2019
Q4 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 577 |
|
|
2019
Q3 | – | Sell |
-150
| Closed | -$12K | – | 714 |
|
|
2019
Q2 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 528 |
|
|
2018
Q4 | – | Sell |
-194
| Closed | -$12.5K | – | 908 |
|
|
2018
Q3 | $12.5K | Buy |
+194
| New | +$12.5K | ﹤0.01% | 707 |
|