WealthSource Partners’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,088
| Closed | -$393K | – | 610 |
|
|
2022
Q1 | $393K | Buy |
+4,088
| New | +$393K | 0.03% | 395 |
|
|
2020
Q1 | – | Sell |
-2,508
| Closed | -$205K | – | 440 |
|
|
2019
Q4 | $205K | Sell |
2,508
-4
| -0.2% | -$327 | 0.03% | 396 |
|
|
2019
Q3 | $228K | Sell |
2,512
-466
| -16% | -$42.3K | 0.03% | 381 |
|
|
2019
Q2 | $243K | Buy |
+2,978
| New | +$243K | 0.04% | 383 |
|