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Willingdon Wealth Management’s Welltower WELL Stock Holding History

Willingdon Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8
Closed -$1K – 385
2019
Q4 		$1K Hold
8
– – ﹤0.01% 365
2019
Q3 		$1K Buy
+8
New +$1K ﹤0.01% 480