Ferris Capital’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 |
-311
| Closed | -$24K | – | 616 |
|
|
2019
Q1 | $24K | Sell |
311
-31
| -9% | -$2.39K | 0.01% | 338 |
|
|
2018
Q4 | $24K | Sell |
342
-82
| -19% | -$5.75K | 0.01% | 320 |
|
|
2018
Q3 | $27K | Sell |
424
-9
| -2% | -$573 | 0.01% | 334 |
|
|
2018
Q2 | $27K | Buy |
433
+53
| +14% | +$3.31K | 0.01% | 322 |
|
|
2018
Q1 | $21K | Buy |
+380
| New | +$21K | 0.01% | 398 |
|
|
2017
Q3 | – | Sell |
-414
| Closed | -$31K | – | 567 |
|
|
2017
Q2 | $31K | Buy |
+414
| New | +$31K | 0.01% | 304 |
|