WealthPLAN Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,245
| Closed | -$570K | – | 273 |
|
|
2019
Q1 | $570K | Buy |
7,245
+832
| +13% | +$65.5K | 0.09% | 152 |
|
|
2018
Q4 | $498K | Buy |
6,413
+85
| +1% | +$6.6K | 0.08% | 154 |
|
|
2018
Q3 | $445K | Buy |
6,328
+1,063
| +20% | +$74.8K | 0.08% | 159 |
|
|
2018
Q2 | $330K | Sell |
5,265
-225
| -4% | -$14.1K | 0.07% | 183 |
|
|
2018
Q1 | $298K | Buy |
+5,490
| New | +$298K | 0.07% | 210 |
|
|
2017
Q2 | – | Sell |
-77
| Closed | -$5.52K | – | 426 |
|
|
2017
Q1 | $5.52K | Buy |
+77
| New | +$5.52K | 0.02% | 338 |
|
|
2016
Q3 | $10.2K | Sell |
142
-126
| -47% | -$9.08K | ﹤0.01% | 598 |
|
|
2016
Q2 | $10.2K | Buy |
+268
| New | +$10.2K | ﹤0.01% | 1725 |
|