Ausdal Financial Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,650
| Closed | -$297K | – | 392 |
|
|
2017
Q4 | $297K | Buy |
4,650
+420
| +10% | +$26.8K | 0.11% | 252 |
|
|
2017
Q3 | $297K | Buy |
4,230
+822
| +24% | +$57.7K | 0.12% | 229 |
|
|
2017
Q2 | $255K | Buy |
3,408
+347
| +11% | +$26K | 0.11% | 244 |
|
|
2017
Q1 | $217K | Buy |
+3,061
| New | +$217K | 0.1% | 250 |
|
|
2016
Q1 | – | Sell |
-1,857
| Closed | -$126K | – | 1018 |
|
|
2015
Q4 | $126K | Buy |
+1,857
| New | +$126K | 0.06% | 268 |
|