IFC Holdings’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,230
| Closed | -$205K | – | 437 |
|
|
2017
Q4 | $205K | Sell |
3,230
-233
| -7% | -$14.8K | 0.01% | 464 |
|
|
2017
Q3 | $244K | Sell |
3,463
-149
| -4% | -$10.5K | 0.02% | 434 |
|
|
2017
Q2 | $269K | Buy |
3,612
+168
| +5% | +$12.5K | 0.02% | 404 |
|
|
2017
Q1 | $244K | Sell |
3,444
-19
| -0.5% | -$1.35K | 0.02% | 395 |
|
|
2016
Q4 | $231K | Sell |
3,463
-755
| -18% | -$50.4K | 0.02% | 363 |
|
|
2016
Q3 | $316K | Sell |
4,218
-314
| -7% | -$23.5K | 0.03% | 293 |
|
|
2016
Q2 | $344K | Buy |
+4,532
| New | +$344K | 0.04% | 267 |
|
|
2016
Q1 | – | Sell |
-3,321
| Closed | -$226K | – | 408 |
|
|
2015
Q4 | $226K | Buy |
+3,321
| New | +$226K | 0.03% | 322 |
|