EWM
Elite Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Hold |
0
| – | – | – | 261 |
|
|
2014
Q2 | – | Sell |
-459
| Closed | -$27K | – | 481 |
|
|
2014
Q1 | $27K | Sell |
459
-2,411
| -84% | -$142K | 0.02% | 170 |
|
|
2013
Q4 | $154K | Sell |
2,870
-10,892
| -79% | -$584K | 0.11% | 86 |
|
|
2013
Q3 | $858K | Buy |
13,762
+13,562
| +6,781% | +$846K | 0.76% | 30 |
|
|
2013
Q2 | $13K | Buy |
+200
| New | +$13K | 0.02% | 201 |
|