Carnick & Kubik’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $272K | Buy |
+3,925
| New | +$272K | 0.08% | 289 |
|
|
2015
Q4 | – | Sell |
-3,925
| Closed | -$244K | – | 330 |
|
|
2015
Q3 | $244K | Buy |
+3,925
| New | +$244K | 0.17% | 132 |
|
|
2013
Q3 | – | Sell |
-20,850
| Closed | -$1.4M | – | 105 |
|
|
2013
Q2 | $1.4M | Buy |
+20,850
| New | +$1.4M | 1.72% | 9 |
|