Howland Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,804
| Closed | -$264K | – | 208 |
|
|
2016
Q1 | $264K | Buy |
3,804
+234
| +7% | +$16.2K | 0.03% | 177 |
|
|
2015
Q4 | $243K | Buy |
+3,570
| New | +$243K | 0.02% | 181 |
|
|
2015
Q3 | – | Sell |
-4,230
| Closed | -$278K | – | 198 |
|
|
2015
Q2 | $278K | Hold |
4,230
| – | – | 0.03% | 170 |
|
|
2015
Q1 | $327K | Buy |
4,230
+1,270
| +43% | +$98.2K | 0.03% | 163 |
|
|
2014
Q4 | $224K | Buy |
+2,960
| New | +$224K | 0.02% | 187 |
|