Creative Planning’s Welltower Inc. WELL.PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-148
| Closed | -$10K | – | 4203 |
|
|
2017
Q2 | $10K | Hold |
148
| – | – | ﹤0.01% | 3611 |
|
|
2017
Q1 | $9K | Buy |
+148
| New | +$9K | ﹤0.01% | 3642 |
|
|
2016
Q4 | – | Sell |
-35
| Closed | -$2K | – | 4712 |
|
|
2016
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 4164 |
|
|
2016
Q2 | $2K | Sell |
35
-9,057
| -100% | -$518K | ﹤0.01% | 3981 |
|
|
2016
Q1 | $565K | Buy |
9,092
+313
| +4% | +$19.5K | ﹤0.01% | 703 |
|
|
2015
Q4 | $534K | Buy |
8,779
+60
| +0.7% | +$3.65K | ﹤0.01% | 724 |
|
|
2015
Q3 | $530K | Buy |
+8,719
| New | +$530K | ﹤0.01% | 718 |
|