Wealth Quarterback’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $54K | Buy |
645
+4
| +0.6% | +$335 | 0.04% | 223 |
|
|
2021
Q2 | $54K | Buy |
+641
| New | +$54K | 0.03% | 226 |
|
|
2020
Q2 | – | Sell |
-1,028
| Closed | -$46.2K | – | 787 |
|
|
2020
Q1 | $46.2K | Sell |
1,028
-3,502
| -77% | -$157K | 0.04% | 237 |
|
|
2019
Q4 | $86.6K | Buy |
+4,530
| New | +$86.6K | 0.08% | 172 |
|