Guardian Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,364
| Closed | -$499K | – | 221 |
|
|
2015
Q3 | $499K | Hold |
7,364
| – | – | 0.01% | 155 |
|
|
2015
Q2 | $483K | Sell |
7,364
-486
| -6% | -$31.9K | 0.01% | 160 |
|
|
2015
Q1 | $607K | Buy |
+7,850
| New | +$607K | 0.01% | 158 |
|
|
2013
Q3 | – | Sell |
-142,571
| Closed | -$9.56M | – | 197 |
|
|
2013
Q2 | $9.56M | Buy |
+142,571
| New | +$9.56M | 0.17% | 65 |
|