Atherton Lane Advisers’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $279K | Hold |
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|
2015
Q3 | $278K | Hold |
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|
2015
Q2 | $269K | Hold |
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|
2015
Q1 | $317K | Hold |
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|
2014
Q4 | $310K | Hold |
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|
2014
Q3 | $256K | Hold |
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|
2014
Q2 | $257K | Hold |
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|
2014
Q1 | $244K | Hold |
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|
2013
Q4 | $220K | Hold |
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|
2013
Q3 | $256K | Hold |
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|
2013
Q2 | $275K | Buy |
|