Capstone Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.82M | Sell |
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|
2017
Q1 | $2.71M | Buy |
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|
2016
Q4 | $2.41M | Buy |
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|
2016
Q3 | $2.2M | Buy |
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|
2016
Q2 | $2.21M | Buy |
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|
2016
Q1 | $2M | Buy |
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|
2015
Q4 | $1.96M | Sell |
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|
2015
Q3 | $2.19M | Buy |
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|
2015
Q2 | $2.11M | Buy |
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|
2015
Q1 | $2.39M | Buy |
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|
2014
Q4 | $2.17M | Buy |
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|
2014
Q3 | $1.16M | Buy |
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|
2014
Q2 | $1.14M | Sell |
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|
2014
Q1 | $1.21M | Sell |
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|
2013
Q4 | $1.47M | Sell |
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|
2013
Q3 | $2.74M | Buy |
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|
2013
Q2 | $2.94M | Buy |
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