Alpha Cubed Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,995
| Closed | -$208K | – | 258 |
|
|
2018
Q4 | $208K | Sell |
2,995
-868
| -22% | -$60.3K | 0.03% | 200 |
|
|
2018
Q3 | $249K | Sell |
3,863
-65
| -2% | -$4.19K | 0.03% | 268 |
|
|
2018
Q2 | $246K | Sell |
3,928
-36
| -0.9% | -$2.26K | 0.03% | 196 |
|
|
2018
Q1 | $216K | Buy |
+3,964
| New | +$216K | 0.03% | 205 |
|
|
2016
Q4 | – | Sell |
-8,235
| Closed | -$616K | – | 202 |
|
|
2016
Q3 | $616K | Buy |
8,235
+268
| +3% | +$20K | 0.17% | 87 |
|
|
2016
Q2 | $607K | Buy |
+7,967
| New | +$607K | 0.21% | 72 |
|