Filament’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,066
| Closed | -$310K | – | 34 |
|
|
2016
Q2 | $310K | Sell |
4,066
-20,326
| -83% | -$1.55M | 0.15% | 25 |
|
|
2016
Q1 | $1.69M | Buy |
+24,392
| New | +$1.69M | 0.8% | 15 |
|
|
2014
Q3 | – | Sell |
-26,891
| Closed | -$1.69M | – | 43 |
|
|
2014
Q2 | $1.69M | Sell |
26,891
-32,873
| -55% | -$2.06M | 0.72% | 15 |
|
|
2014
Q1 | $3.56M | Buy |
+59,764
| New | +$3.56M | 1.66% | 8 |
|