Aviance Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $10.1M | Sell |
130,128
-10,179
| -7% | -$790K | 1.51% | 14 |
|
|
2018
Q4 | $9.74M | Sell |
140,307
-39,113
| -22% | -$2.71M | 1.37% | 19 |
|
|
2018
Q3 | $11.5M | Buy |
+179,420
| New | +$11.5M | 1.13% | 26 |
|
|
2018
Q2 | – | Sell |
-23
| Closed | -$1K | – | 290 |
|
|
2018
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 281 |
|
|
2017
Q4 | – | Sell |
-28
| Closed | -$2K | – | 339 |
|
|
2017
Q3 | $2K | Sell |
28
-9
| -24% | -$643 | ﹤0.01% | 304 |
|
|
2017
Q2 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 322 |
|