Hanlon Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-41,253
| Closed | -$2.92M | – | 122 |
|
|
2017
Q1 | $2.92M | Sell |
41,253
-4,130
| -9% | -$293K | 0.37% | 26 |
|
|
2016
Q4 | $3.04M | Buy |
+45,383
| New | +$3.04M | 0.36% | 23 |
|
|
2016
Q3 | – | Sell |
-64,714
| Closed | -$4.93M | – | 108 |
|
|
2016
Q2 | $4.93M | Buy |
+64,714
| New | +$4.93M | 0.43% | 46 |
|
|
2016
Q1 | – | Sell |
-62,611
| Closed | -$4.26M | – | 105 |
|
|
2015
Q4 | $4.26M | Buy |
+62,611
| New | +$4.26M | 0.41% | 26 |
|