1919 Investment Counsel’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $6.75M | Buy |
108,191
+4,317
| +4% | +$269K | 0.14% | 147 |
|
2014
Q2 | $6.51M | Buy |
103,874
+32
| +0% | +$2.01K | 0.13% | 147 |
|
2014
Q1 | $6.19M | Buy |
103,842
+878
| +0.9% | +$52.3K | 0.13% | 147 |
|
2013
Q4 | $5.52M | Sell |
102,964
-670
| -0.6% | -$35.9K | 0.12% | 164 |
|
2013
Q3 | $6.47M | Buy |
103,634
+2,601
| +3% | +$162K | 0.15% | 136 |
|
2013
Q2 | $6.77M | Buy |
+101,033
| New | +$6.77M | 0.16% | 124 |
|