HHG & Company’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $3.38M | Buy |
48,680
+1,811
| +4% | +$126K | 0.94% | 24 |
|
|
2015
Q4 | $3.19M | Buy |
46,869
+201
| +0.4% | +$13.7K | 0.86% | 25 |
|
|
2015
Q3 | $3.16M | Sell |
46,668
-927
| -2% | -$62.8K | 0.96% | 23 |
|
|
2015
Q2 | $3.12M | Buy |
47,595
+320
| +0.7% | +$21K | 0.9% | 27 |
|
|
2015
Q1 | $3.66M | Sell |
47,275
-238
| -0.5% | -$18.4K | 0.96% | 20 |
|
|
2014
Q4 | $3.6M | Buy |
47,513
+4,263
| +10% | +$323K | 0.86% | 22 |
|
|
2014
Q3 | $2.7M | Buy |
43,250
+4,513
| +12% | +$281K | 0.88% | 24 |
|
|
2014
Q2 | $2.43M | Buy |
38,737
+1,298
| +3% | +$81.4K | 0.79% | 42 |
|
|
2014
Q1 | $2.23M | Buy |
37,439
+5,167
| +16% | +$308K | 0.76% | 44 |
|
|
2013
Q4 | $1.73M | Buy |
32,272
+1,237
| +4% | +$66.4K | 0.64% | 50 |
|
|
2013
Q3 | $1.93M | Buy |
31,035
+802
| +3% | +$49.8K | 0.77% | 41 |
|
|
2013
Q2 | $2.03M | Buy |
+30,233
| New | +$2.03M | 0.82% | 35 |
|