DLG
Daniel L. Goodwin’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-25,650
| Closed | -$1.78M | – | 120 |
|
|
2016
Q1 | $1.78M | Buy |
25,650
+1,000
| +4% | +$69.4K | 0.42% | 17 |
|
|
2015
Q4 | $1.68M | Hold |
24,650
| – | – | 0.4% | 20 |
|
|
2015
Q3 | $1.67M | Buy |
24,650
+17,150
| +229% | +$1.16M | 0.45% | 21 |
|
|
2015
Q2 | $492K | Hold |
7,500
| – | – | 0.13% | 58 |
|
|
2015
Q1 | $580K | Sell |
7,500
-113,800
| -94% | -$8.8M | 0.13% | 52 |
|
|
2014
Q4 | $9.18M | Hold |
121,300
| – | – | 1.64% | 7 |
|
|
2014
Q3 | $7.57M | Hold |
121,300
| – | – | 1.65% | 6 |
|
|
2014
Q2 | $7.6M | Hold |
121,300
| – | – | 1.38% | 11 |
|
|
2014
Q1 | $7.23M | Hold |
121,300
| – | – | 1.31% | 12 |
|
|
2013
Q4 | $6.5M | Hold |
121,300
| – | – | 1.23% | 12 |
|
|
2013
Q3 | $7.57M | Sell |
121,300
-100,000
| -45% | -$6.24M | 1.53% | 11 |
|
|
2013
Q2 | $14.8M | Buy |
+221,300
| New | +$14.8M | 2.88% | 6 |
|