AWS
Aris Wealth Services’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.2M | Sell |
17,766
-420
| -2% | -$28.4K | 2.52% | 12 |
|
|
2015
Q2 | $1.19M | Sell |
18,186
-489
| -3% | -$32.1K | 1.09% | 16 |
|
|
2015
Q1 | $1.45M | Sell |
18,675
-217
| -1% | -$16.8K | 1.35% | 12 |
|
|
2014
Q4 | $1.43M | Sell |
18,892
-65
| -0.3% | -$4.92K | 1.59% | 12 |
|
|
2014
Q3 | $1.18M | Buy |
18,957
+1,333
| +8% | +$83.1K | 1.47% | 12 |
|
|
2014
Q2 | $1.1M | Buy |
17,624
+1,004
| +6% | +$62.9K | 1.44% | 12 |
|
|
2014
Q1 | $991K | Buy |
16,620
+895
| +6% | +$53.4K | 1.45% | 13 |
|
|
2013
Q4 | $842K | Buy |
15,725
+1,109
| +8% | +$59.4K | 1.42% | 12 |
|
|
2013
Q3 | $912K | Buy |
14,616
+548
| +4% | +$34.2K | 1.67% | 7 |
|
|
2013
Q2 | $943K | Buy |
+14,068
| New | +$943K | 2.02% | 7 |
|