Goodman Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-64,824
| Closed | -$3.86M | – | 43 |
|
|
2014
Q1 | $3.86M | Buy |
64,824
+4,346
| +7% | +$259K | 2.36% | 29 |
|
|
2013
Q4 | $3.24M | Buy |
60,478
+390
| +0.6% | +$20.9K | 2.06% | 34 |
|
|
2013
Q3 | $3.75M | Buy |
60,088
+615
| +1% | +$38.4K | 2.61% | 25 |
|
|
2013
Q2 | $3.99M | Buy |
+59,473
| New | +$3.99M | 3.01% | 13 |
|