Citizens Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-152
| Closed | -$12K | – | 1241 |
|
|
2019
Q4 | $12K | Sell |
152
-342
| -69% | -$27K | ﹤0.01% | 721 |
|
|
2019
Q3 | $45K | Buy |
494
+111
| +29% | +$10.1K | ﹤0.01% | 381 |
|
|
2019
Q2 | $31K | Hold |
383
| – | – | ﹤0.01% | 408 |
|
|
2019
Q1 | $30K | Buy |
+383
| New | +$30K | ﹤0.01% | 405 |
|
|
2016
Q1 | – | Sell |
-87
| Closed | -$6K | – | 800 |
|
|
2015
Q4 | $6K | Buy |
+87
| New | +$6K | ﹤0.01% | 529 |
|