Acrospire Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-200
| Closed | -$14K | – | 2566 |
|
|
2017
Q1 | $14K | Sell |
200
-300
| -60% | -$21K | 0.01% | 1778 |
|
|
2016
Q4 | $33K | Buy |
+500
| New | +$33K | 0.01% | 1603 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$8K | – | 2174 |
|
|
2016
Q2 | $8K | Sell |
100
-103
| -51% | -$8.24K | 0.01% | 1796 |
|
|
2016
Q1 | $14K | Buy |
+203
| New | +$14K | 0.01% | 1665 |
|