Weaver Consulting Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-64
| Closed | -$4K | – | 902 |
|
|
2020
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 751 |
|
|
2020
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 765 |
|
|
2020
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 674 |
|
|
2019
Q4 | $6K | Hold |
64
| – | – | ﹤0.01% | 584 |
|
|
2019
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 616 |
|
|
2019
Q2 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 597 |
|