Curi RMB Capital’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-6,386
Closed -$449K 927
2017
Q3
$449K Sell
6,386
-255
-4% -$17.9K 0.01% 507
2017
Q2
$497K Sell
6,641
-540
-8% -$40.4K 0.01% 508
2017
Q1
$509K Buy
+7,181
New +$509K 0.02% 340