Constellation Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $555K | Buy |
8,000
+200
| +3% | +$13.9K | 0.1% | 214 |
|
|
2015
Q4 | $531K | Buy |
7,800
+200
| +3% | +$13.6K | 0.1% | 224 |
|
|
2015
Q3 | $515K | Buy |
7,600
+100
| +1% | +$6.78K | 0.11% | 213 |
|
|
2015
Q2 | $492K | Buy |
7,500
+100
| +1% | +$6.56K | 0.09% | 236 |
|
|
2015
Q1 | $572K | Buy |
7,400
+800
| +12% | +$61.8K | 0.11% | 213 |
|
|
2014
Q4 | $499K | Buy |
6,600
+300
| +5% | +$22.7K | 0.1% | 228 |
|
|
2014
Q3 | $393K | Buy |
6,300
+500
| +9% | +$31.2K | 0.09% | 254 |
|
|
2014
Q2 | $363K | Buy |
5,800
+400
| +7% | +$25K | 0.08% | 268 |
|
|
2014
Q1 | $322K | Buy |
5,400
+100
| +2% | +$5.96K | 0.08% | 286 |
|
|
2013
Q4 | $284K | Buy |
5,300
+400
| +8% | +$21.4K | 0.07% | 307 |
|
|
2013
Q3 | $306K | Buy |
4,900
+300
| +7% | +$18.7K | 0.09% | 250 |
|
|
2013
Q2 | $308K | Buy |
+4,600
| New | +$308K | 0.11% | 227 |
|