Beacon Capital Management Inc (Ohio)’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 |
-13
| Closed | -$1K | – | 121 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 97 |
|
|
2017
Q2 | – | Sell |
-1
| Closed | – | – | 208 |
|
|
2017
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 210 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$3K | – | 391 |
|
|
2015
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 194 |
|
|
2015
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 212 |
|