Wealthcare Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-55
| Closed | -$4K | – | 666 |
|
|
2021
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 449 |
|
|
2020
Q1 | – | Sell |
-46
| Closed | -$4K | – | 651 |
|
|
2019
Q4 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 341 |
|
|
2015
Q2 | – | Sell |
-21
| Closed | -$2K | – | 855 |
|
|
2015
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 833 |
|