Hall Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,387
| Closed | -$239K | – | 84 |
|
|
2018
Q1 | $239K | Sell |
4,387
-23,853
| -84% | -$1.3M | 0.23% | 79 |
|
|
2017
Q4 | $1.8M | Sell |
28,240
-4,970
| -15% | -$317K | 1.58% | 25 |
|
|
2017
Q3 | $2.33M | Buy |
33,210
+1,991
| +6% | +$140K | 2.15% | 13 |
|
|
2017
Q2 | $2.34M | Buy |
31,219
+6,865
| +28% | +$514K | 2.2% | 13 |
|
|
2017
Q1 | $1.73M | Sell |
24,354
-723
| -3% | -$51.2K | 1.64% | 27 |
|
|
2016
Q4 | $1.68M | Buy |
+25,077
| New | +$1.68M | 1.63% | 26 |
|