Boston Private Bank & Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $57K | Buy |
740
+45
| +6% | +$3.47K | ﹤0.01% | 543 |
|
|
2014
Q4 | $53K | Buy |
695
+200
| +40% | +$15.3K | ﹤0.01% | 562 |
|
|
2014
Q3 | $31K | Hold |
495
| – | – | ﹤0.01% | 688 |
|
|
2014
Q2 | $31K | Buy |
495
+195
| +65% | +$12.2K | ﹤0.01% | 661 |
|
|
2014
Q1 | $18K | Sell |
300
-435
| -59% | -$26.1K | ﹤0.01% | 765 |
|
|
2013
Q4 | $39K | Hold |
735
| – | – | ﹤0.01% | 639 |
|
|
2013
Q3 | $46K | Hold |
735
| – | – | ﹤0.01% | 570 |
|
|
2013
Q2 | $49K | Buy |
+735
| New | +$49K | ﹤0.01% | 546 |
|