Baird’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $13.6M | Sell |
175,650
-88,809
| -34% | -$6.87M | 0.14% | 180 |
|
|
2014
Q4 | $20M | Buy |
264,459
+161,662
| +157% | +$12.2M | 0.21% | 145 |
|
|
2014
Q3 | $6.41M | Sell |
102,797
-593
| -0.6% | -$37K | 0.09% | 209 |
|
|
2014
Q2 | $6.48M | Buy |
103,390
+1,234
| +1% | +$77.3K | 0.09% | 210 |
|
|
2014
Q1 | $6.09M | Buy |
102,156
+1,495
| +1% | +$89.1K | 0.09% | 222 |
|
|
2013
Q4 | $5.39M | Buy |
100,661
+88,123
| +703% | +$4.72M | 0.09% | 241 |
|
|
2013
Q3 | $782K | Buy |
12,538
+5,276
| +73% | +$329K | 0.01% | 642 |
|
|
2013
Q2 | $487K | Buy |
+7,262
| New | +$487K | 0.01% | 771 |
|