Cornerstone Advisors (Washington)’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-378
Closed -$24K 1207
2017
Q4
$24K Sell
378
-5
-1% -$336 0.02% 448
2017
Q3
$27K Buy
383
+155
+68% +$11.3K 0.02% 416
2017
Q2
$17K Sell
228
-155
-40% -$11.3K 0.01% 519
2017
Q1
$27K Buy
383
+101
+36% +$6.81K 0.01% 416
2016
Q4
$19K Sell
282
-326
-54% -$21.6K 0.02% 506
2016
Q3
$45K Buy
608
+401
+194% +$30.7K 0.04% 269
2016
Q2
$16K Hold
207
0.02% 333
2016
Q1
$14K Sell
207
-216
-51% -$13.9K 0.01% 354
2015
Q4
$29K Sell
423
-84
-17% -$5.48K 0.03% 255
2015
Q3
$34K Buy
507
+243
+92% +$16.2K 0.03% 234
2015
Q2
$17K Hold
264
0.01% 278
2015
Q1
$20K Buy
264
+239
+956% +$18.8K 0.02% 281
2014
Q4
$2K Hold
25
﹤0.01% 636
2014
Q3
$2K Hold
25
﹤0.01% 455
2014
Q2
$2K Buy
+25
New +$1.57K ﹤0.01% 495

Other funds holding WELL