Globeflex Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-30,389
| Closed | -$2.11M | – | 524 |
|
|
2016
Q1 | $2.11M | Sell |
30,389
-619
| -2% | -$42.9K | 0.56% | 23 |
|
|
2015
Q4 | $2.11M | Buy |
31,008
+11,777
| +61% | +$801K | 0.56% | 22 |
|
|
2015
Q3 | $1.3M | Buy |
+19,231
| New | +$1.3M | 0.28% | 104 |
|
|
2015
Q1 | – | Sell |
-3,389
| Closed | -$256K | – | 600 |
|
|
2014
Q4 | $256K | Buy |
+3,389
| New | +$256K | 0.05% | 341 |
|