Exchange Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-133
| Closed | -$9K | – | 274 |
|
|
2018
Q3 | $9K | Buy |
+133
| New | +$9K | ﹤0.01% | 246 |
|
|
2016
Q3 | – | Sell |
-150
| Closed | -$11K | – | 274 |
|
|
2016
Q2 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 165 |
|
|
2015
Q1 | – | Sell |
-145
| Closed | -$11K | – | 307 |
|
|
2014
Q4 | $11K | Buy |
145
+2
| +1% | +$152 | ﹤0.01% | 161 |
|
|
2014
Q3 | $9K | Buy |
143
+1
| +0.7% | +$63 | ﹤0.01% | 182 |
|
|
2014
Q2 | $9K | Buy |
142
+2
| +1% | +$127 | ﹤0.01% | 180 |
|
|
2014
Q1 | $8K | Buy |
140
+2
| +1% | +$114 | ﹤0.01% | 195 |
|
|
2013
Q4 | $7K | Buy |
138
+92
| +200% | +$4.67K | ﹤0.01% | 180 |
|
|
2013
Q3 | $3K | Buy |
46
+1
| +2% | +$65 | ﹤0.01% | 189 |
|
|
2013
Q2 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 171 |
|