JEPPSON WEALTH MANAGEMENT, LLC – Welltower Inc. Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
$652,000
portfolio value
JEPPSON WEALTH MANAGEMENT, LLC quarter portfolio value change:
-21.89%
quarter
Welltower Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.01% | 200 shares | -166K | $64.32 | 10.13K |
| Q2 2022 | share | Decrease | -0.19% | -19 shares | -139K | $82.35 | 9.93K |
| Q1 2022 | share | 0.00% | 0 shares | 103K | $96.14 | 9.95K | |
| Q4 2021 | share | Decrease | -0.05% | -5 shares | 34K | $85.9 | 9.95K |
| Q3 2021 | share | Decrease | -0.05% | -5 shares | -8K | $81.81 | 9.96K |
| Q2 2021 | share | 0.00% | 0 shares | 114K | $81.91 | 9.96K | |
| Q1 2021 | share | 0.00% | 0 shares | 70K | $70.03 | 9.96K | |
| Q4 2020 | share | Increase | +8.61% | 790 shares | 138K | $62.62 | 9.96K |
| Q3 2020 | share | Increase | 0.00% | 9.17K shares | 506K | $52.9 | 9.17K |