Annex Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-17,575
| Closed | -$957K | – | 135 |
|
|
2018
Q1 | $957K | Sell |
17,575
-928
| -5% | -$50.5K | 0.17% | 68 |
|
|
2017
Q4 | $1.18M | Buy |
18,503
+339
| +2% | +$21.6K | 0.22% | 50 |
|
|
2017
Q3 | $1.28M | Buy |
18,164
+1,416
| +8% | +$99.6K | 0.26% | 38 |
|
|
2017
Q2 | $1.25M | Buy |
16,748
+13,332
| +390% | +$998K | 0.28% | 30 |
|
|
2017
Q1 | $242K | Buy |
+3,416
| New | +$242K | 0.06% | 105 |
|