Highstreet Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $562K | Buy |
6,871
+3,398
| +98% | +$278K | 0.03% | 230 |
|
|
2019
Q3 | $315K | Sell |
3,473
-774
| -18% | -$70.2K | 0.01% | 235 |
|
|
2019
Q2 | $346K | Buy |
+4,247
| New | +$346K | 0.02% | 236 |
|
|
2016
Q3 | – | Sell |
-3,591
| Closed | -$274K | – | 152 |
|
|
2016
Q2 | $274K | Sell |
3,591
-857
| -19% | -$65.4K | 0.1% | 127 |
|
|
2016
Q1 | $308K | Buy |
+4,448
| New | +$308K | 0.11% | 135 |
|