DLG
WELL.PRI
Daniel L. Goodwin’s Welltower Inc. WELL.PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,000
| Closed | -$201K | – | 117 |
|
|
2015
Q1 | $201K | Buy |
+3,000
| New | +$201K | 0.04% | 94 |
|
|
2014
Q3 | – | Sell |
-78,659
| Closed | -$4.54M | – | 120 |
|
|
2014
Q2 | $4.54M | Sell |
78,659
-20,500
| -21% | -$1.18M | 0.83% | 17 |
|
|
2014
Q1 | $5.51M | Hold |
99,159
| – | – | 1% | 15 |
|
|
2013
Q4 | $5.08M | Hold |
99,159
| – | – | 0.96% | 15 |
|
|
2013
Q3 | $5.71M | Buy |
+99,159
| New | +$5.71M | 1.15% | 15 |
|