Concert Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-17,497
| Closed | -$1.14M | – | 737 |
|
|
2015
Q2 | $1.14M | Sell |
17,497
-803
| -4% | -$52.5K | 0.15% | 173 |
|
|
2015
Q1 | $1.1M | Buy |
18,300
+1,261
| +7% | +$75.9K | 0.31% | 71 |
|
|
2014
Q4 | $1.28M | Buy |
+17,039
| New | +$1.28M | 0.2% | 135 |
|
|
2014
Q3 | – | Sell |
-3,335
| Closed | -$201K | – | 583 |
|
|
2014
Q2 | $201K | Buy |
+3,335
| New | +$201K | 0.02% | 521 |
|
|
2013
Q4 | – | Sell |
-9,089
| Closed | -$567K | – | 576 |
|
|
2013
Q3 | $567K | Buy |
+9,089
| New | +$567K | 0.08% | 229 |
|