WLPWM
Walled Lake Planning & Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-52,216
| Closed | -$4.3M | – | 312 |
|
|
2021
Q3 | $4.3M | Sell |
52,216
-3,879
| -7% | -$320K | 2.65% | 15 |
|
|
2021
Q2 | $4.66M | Sell |
56,095
-53
| -0.1% | -$4.4K | 3.03% | 10 |
|
|
2021
Q1 | $4.02M | Sell |
56,148
-255
| -0.5% | -$18.3K | 2.79% | 14 |
|
|
2020
Q4 | $3.65M | Sell |
56,403
-378
| -0.7% | -$24.4K | 2.77% | 13 |
|
|
2020
Q3 | $3.13M | Buy |
56,781
+69
| +0.1% | +$3.8K | 2.54% | 17 |
|
|
2020
Q2 | $2.94M | Sell |
56,712
-129
| -0.2% | -$6.68K | 2.46% | 19 |
|
|
2020
Q1 | $2.6M | Sell |
56,841
-1,257
| -2% | -$57.5K | 2.38% | 18 |
|
|
2019
Q4 | $4.75M | Buy |
+58,098
| New | +$4.75M | 3.43% | 12 |
|