Edge Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5
| Closed | – | – | 514 |
|
|
2016
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 482 |
|
|
2016
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 427 |
|
|
2015
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 441 |
|
|
2015
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 444 |
|
|
2015
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 455 |
|
|
2015
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 428 |
|