Dunvegan Associates’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $338K | Sell |
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|
2015
Q3 | $347K | Sell |
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|
2015
Q2 | $485K | Buy |
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|
2015
Q1 | $405K | Hold |
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|
2014
Q4 | $396K | Sell |
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|
2014
Q3 | $507K | Hold |
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|
2014
Q2 | $510K | Hold |
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|
2014
Q1 | $485K | Sell |
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|
2013
Q4 | $470K | Sell |
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|
2013
Q3 | $579K | Hold |
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|
2013
Q2 | $622K | Buy |
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