Epstein & White Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,819
| Closed | -$216K | – | 89 |
|
|
2019
Q1 | $216K | Sell |
2,819
-395
| -12% | -$30.3K | 0.12% | 75 |
|
|
2018
Q4 | $215K | Sell |
3,214
-450
| -12% | -$30.1K | 0.13% | 75 |
|
|
2018
Q3 | $227K | Sell |
3,664
-1,648
| -31% | -$102K | 0.15% | 80 |
|
|
2018
Q2 | $319K | Sell |
5,312
-510
| -9% | -$30.6K | 0.24% | 70 |
|
|
2018
Q1 | $319K | Buy |
5,822
+1,042
| +22% | +$57.1K | 0.2% | 80 |
|
|
2017
Q4 | $293K | Buy |
+4,780
| New | +$293K | 0.17% | 82 |
|