Bridgeworth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,387
| Closed | -$275K | – | 551 |
|
|
2018
Q2 | $275K | Sell |
4,387
-3,020
| -41% | -$189K | 0.12% | 108 |
|
|
2018
Q1 | $400K | Buy |
+7,407
| New | +$400K | 0.18% | 83 |
|
|
2017
Q3 | – | Sell |
-10,668
| Closed | -$774K | – | 133 |
|
|
2017
Q2 | $774K | Sell |
10,668
-8,793
| -45% | -$638K | 0.4% | 48 |
|
|
2017
Q1 | $1.38M | Buy |
19,461
+1,919
| +11% | +$136K | 0.73% | 26 |
|
|
2016
Q4 | $1.16M | Buy |
+17,542
| New | +$1.16M | 0.64% | 29 |
|