Field & Main Bank’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 |
-250
| Closed | -$19K | – | 211 |
|
|
2019
Q1 | $19K | Buy |
+250
| New | +$19K | 0.02% | 167 |
|
|
2018
Q3 | $16K | Buy |
250
+50
| +25% | +$3.2K | 0.01% | 190 |
|
|
2018
Q2 | $13K | Sell |
200
-1,000
| -83% | -$65K | 0.01% | 198 |
|
|
2018
Q1 | $65K | Buy |
1,200
+100
| +9% | +$5.42K | 0.06% | 147 |
|
|
2017
Q4 | $70K | Buy |
+1,100
| New | +$70K | 0.07% | 141 |
|
|
2015
Q2 | $10K | Hold |
150
| – | – | 0.01% | 183 |
|
|
2015
Q1 | $12K | Sell |
150
-50
| -25% | -$4K | 0.01% | 179 |
|
|
2014
Q4 | $15K | Buy |
+200
| New | +$15K | 0.01% | 174 |
|