EP
Elkfork Partners’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $6.46M | Buy |
71,302
+4,708
| +7% | +$427K | 0.16% | 122 |
|
|
2019
Q2 | $5.43M | Buy |
66,594
+9,702
| +17% | +$791K | 0.13% | 149 |
|
|
2019
Q1 | $4.42M | Buy |
56,892
+3,762
| +7% | +$292K | 0.11% | 170 |
|
|
2018
Q4 | $3.69M | Sell |
53,130
-2,486
| -4% | -$173K | 0.1% | 180 |
|
|
2018
Q3 | $3.58M | Sell |
55,616
-704
| -1% | -$45.3K | 0.09% | 208 |
|
|
2018
Q2 | $3.53M | Buy |
56,320
+1,100
| +2% | +$69K | 0.09% | 198 |
|
|
2018
Q1 | $3.01M | Buy |
55,220
+1,364
| +3% | +$74.3K | 0.08% | 196 |
|
|
2017
Q4 | $3.43M | Buy |
53,856
+1,782
| +3% | +$114K | 0.09% | 184 |
|
|
2017
Q3 | $3.66M | Buy |
52,074
+66
| +0.1% | +$4.64K | 0.11% | 172 |
|
|
2017
Q2 | $3.89M | Sell |
52,008
-110
| -0.2% | -$8.23K | 0.12% | 158 |
|
|
2017
Q1 | $3.69M | Buy |
52,118
+1,474
| +3% | +$104K | 0.11% | 165 |
|
|
2016
Q4 | $3.39M | Buy |
+50,644
| New | +$3.39M | 0.11% | 158 |
|