VW
Vantage Wealth’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-138,712
| Closed | -$8.92M | – | 31 |
|
|
2018
Q3 | $8.92M | Buy |
138,712
+932
| +0.7% | +$59.9K | 3.86% | 14 |
|
|
2018
Q2 | $8.64M | Buy |
137,780
+1,200
| +0.9% | +$75.2K | 4.15% | 9 |
|
|
2018
Q1 | $7.43M | Buy |
136,580
+36,555
| +37% | +$1.99M | 3.78% | 19 |
|
|
2017
Q4 | $7.03M | Hold |
100,025
| – | – | 3.73% | 20 |
|
|
2017
Q3 | $7.03M | Buy |
100,025
+1,680
| +2% | +$118K | 3.73% | 20 |
|
|
2017
Q2 | $7.36M | Sell |
98,345
-1,610
| -2% | -$121K | 3.93% | 19 |
|
|
2017
Q1 | $7.08M | Buy |
+99,955
| New | +$7.08M | 3.86% | 20 |
|