Vontobel Swiss Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,100
| Closed | -$334K | – | 120 |
|
|
2019
Q2 | $334K | Sell |
4,100
-620
| -13% | -$50.5K | 0.18% | 96 |
|
|
2019
Q1 | $366K | Sell |
4,720
-3,910
| -45% | -$303K | 0.4% | 38 |
|
|
2018
Q4 | $599K | Sell |
8,630
-990
| -10% | -$68.7K | 0.45% | 43 |
|
|
2018
Q3 | $619K | Sell |
9,620
-385
| -4% | -$24.8K | 0.36% | 45 |
|
|
2018
Q2 | $627K | Sell |
10,005
-650
| -6% | -$40.7K | 0.36% | 45 |
|
|
2018
Q1 | $580K | Buy |
+10,655
| New | +$580K | 0.31% | 49 |
|