V Wealth Advisors’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 |
-2,415
| Closed | -$207K | – | 480 |
|
|
2021
Q4 | $207K | Sell |
2,415
-86
| -3% | -$7.37K | 0.03% | 428 |
|
|
2021
Q3 | $206K | Sell |
2,501
-46
| -2% | -$3.79K | 0.03% | 442 |
|
|
2021
Q2 | $212K | Sell |
2,547
-4,104
| -62% | -$342K | 0.03% | 444 |
|
|
2021
Q1 | $476K | Buy |
+6,651
| New | +$476K | 0.09% | 256 |
|
|
2017
Q3 | – | Sell |
-129
| Closed | -$11K | – | 707 |
|
|
2017
Q2 | $11K | Buy |
+129
| New | +$11K | 0.01% | 554 |
|