Crosspoint Capital Strategies’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-75
| Closed | -$6K | – | 824 |
|
|
2015
Q4 | $6K | Sell |
75
-8
| -10% | -$640 | ﹤0.01% | 789 |
|
|
2015
Q3 | $6K | Buy |
+83
| New | +$6K | 0.01% | 486 |
|
|
2015
Q1 | – | Sell |
-16
| Closed | -$1K | – | 740 |
|
|
2014
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 689 |
|
|
2014
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 483 |
|
|
2014
Q2 | $1K | Sell |
16
-80
| -83% | -$5K | ﹤0.01% | 492 |
|
|
2014
Q1 | $6K | Hold |
96
| – | – | ﹤0.01% | 554 |
|
|
2013
Q4 | $6K | Buy |
+96
| New | +$6K | ﹤0.01% | 474 |
|