Geneva Advisors’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 |
-3,169
| Closed | -$224K | – | 794 |
|
|
2017
Q1 | $224K | Buy |
3,169
+52
| +2% | +$3.68K | ﹤0.01% | 657 |
|
|
2016
Q4 | $209K | Sell |
3,117
-175
| -5% | -$11.7K | ﹤0.01% | 675 |
|
|
2016
Q3 | $246K | Buy |
3,292
+199
| +6% | +$14.9K | ﹤0.01% | 623 |
|
|
2016
Q2 | $236K | Sell |
3,093
-100
| -3% | -$7.63K | ﹤0.01% | 589 |
|
|
2016
Q1 | $221K | Buy |
3,193
+100
| +3% | +$6.92K | ﹤0.01% | 594 |
|
|
2015
Q4 | $210K | Sell |
3,093
-300
| -9% | -$20.4K | ﹤0.01% | 563 |
|
|
2015
Q3 | $230K | Buy |
3,393
+150
| +5% | +$10.2K | ﹤0.01% | 538 |
|
|
2015
Q2 | $213K | Buy |
+3,243
| New | +$213K | ﹤0.01% | 596 |
|