Founders Bank & Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $692K | Sell |
9,135
-46
| -0.5% | -$3.49K | 0.36% | 45 |
|
|
2014
Q3 | $573K | Buy |
9,181
+573
| +7% | +$35.8K | 0.32% | 54 |
|
|
2014
Q2 | $539K | Buy |
8,608
+168
| +2% | +$10.5K | 0.3% | 55 |
|
|
2014
Q1 | $503K | Buy |
8,440
+2,263
| +37% | +$135K | 0.29% | 58 |
|
|
2013
Q4 | $352K | Buy |
6,177
+1,618
| +35% | +$92.2K | 0.2% | 67 |
|
|
2013
Q3 | $284K | Buy |
4,559
+1,440
| +46% | +$89.7K | 0.15% | 70 |
|
|
2013
Q2 | $209K | Buy |
+3,119
| New | +$209K | 0.11% | 74 |
|