Edge Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $38K | Buy |
618
+5
| +0.8% | +$307 | ﹤0.01% | 545 |
|
|
2018
Q1 | $33K | Sell |
613
-493
| -45% | -$26.5K | ﹤0.01% | 579 |
|
|
2017
Q4 | $70K | Sell |
1,106
-1
| -0.1% | -$63 | 0.01% | 461 |
|
|
2017
Q3 | $76K | Buy |
1,107
+3
| +0.3% | +$206 | 0.01% | 434 |
|
|
2017
Q2 | $81K | Buy |
1,104
+2
| +0.2% | +$147 | 0.01% | 429 |
|
|
2017
Q1 | $77K | Buy |
1,102
+225
| +26% | +$15.7K | 0.01% | 448 |
|
|
2016
Q4 | $58K | Buy |
+877
| New | +$58K | 0.01% | 447 |
|