FDO Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,051
| Closed | -$499K | – | 304 |
|
|
2017
Q1 | $499K | Buy |
+7,051
| New | +$499K | 0.12% | 171 |
|
|
2016
Q3 | – | Sell |
-12,684
| Closed | -$966K | – | 266 |
|
|
2016
Q2 | $966K | Buy |
+12,684
| New | +$966K | 0.52% | 83 |
|
|
2016
Q1 | – | Sell |
-11,238
| Closed | -$765K | – | 340 |
|
|
2015
Q4 | $765K | Buy |
+11,238
| New | +$765K | 0.44% | 98 |
|