Guardian Investor Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $187K | Buy |
2,413
+146
| +6% | +$11.3K | 0.15% | 175 |
|
|
2014
Q4 | $172K | Sell |
2,267
-31
| -1% | -$2.35K | 0.14% | 183 |
|
|
2014
Q3 | $143K | Buy |
2,298
+141
| +7% | +$8.77K | 0.12% | 213 |
|
|
2014
Q2 | $135K | Sell |
2,157
-69
| -3% | -$4.32K | 0.1% | 235 |
|
|
2014
Q1 | $133K | Sell |
2,226
-71
| -3% | -$4.24K | 0.1% | 232 |
|
|
2013
Q4 | $123K | Buy |
2,297
+15
| +0.7% | +$803 | 0.09% | 265 |
|
|
2013
Q3 | $142K | Hold |
2,282
| – | – | 0.12% | 203 |
|
|
2013
Q2 | $153K | Buy |
+2,282
| New | +$153K | 0.13% | 189 |
|