Atherton Lane Advisers’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $279K | Hold |
4,100
| – | – | 0.02% | 191 |
|
|
2015
Q3 | $278K | Hold |
4,100
| – | – | 0.02% | 190 |
|
|
2015
Q2 | $269K | Hold |
4,100
| – | – | 0.01% | 201 |
|
|
2015
Q1 | $317K | Hold |
4,100
| – | – | 0.02% | 208 |
|
|
2014
Q4 | $310K | Hold |
4,100
| – | – | 0.02% | 222 |
|
|
2014
Q3 | $256K | Hold |
4,100
| – | – | 0.01% | 228 |
|
|
2014
Q2 | $257K | Hold |
4,100
| – | – | 0.01% | 237 |
|
|
2014
Q1 | $244K | Hold |
4,100
| – | – | 0.02% | 140 |
|
|
2013
Q4 | $220K | Hold |
4,100
| – | – | 0.01% | 144 |
|
|
2013
Q3 | $256K | Hold |
4,100
| – | – | 0.02% | 121 |
|
|
2013
Q2 | $275K | Buy |
+4,100
| New | +$275K | 0.02% | 116 |
|