Donald L. Hagan LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,909
| Closed | -$747K | – | 92 |
|
|
2018
Q2 | $747K | Buy |
11,909
+435
| +4% | +$27.3K | 0.6% | 44 |
|
|
2018
Q1 | $624K | Buy |
+11,474
| New | +$624K | 0.52% | 46 |
|
|
2016
Q2 | – | Sell |
-60
| Closed | -$4K | – | 305 |
|
|
2016
Q1 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 320 |
|