IMS
Index Management Solutions’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $91K | Buy |
1,343
+101
| +8% | +$6.84K | 0.09% | 67 |
|
|
2015
Q2 | $82K | Buy |
1,242
+804
| +184% | +$53.1K | 0.08% | 115 |
|
|
2015
Q1 | $34K | Buy |
438
+255
| +139% | +$19.8K | 0.03% | 222 |
|
|
2014
Q4 | $14K | Sell |
183
-3,822
| -95% | -$292K | ﹤0.01% | 651 |
|
|
2014
Q3 | $250K | Buy |
4,005
+3,428
| +594% | +$214K | 0.03% | 544 |
|
|
2014
Q2 | $36K | Sell |
577
-121
| -17% | -$7.55K | ﹤0.01% | 895 |
|
|
2014
Q1 | $42K | Buy |
698
+64
| +10% | +$3.85K | 0.01% | 933 |
|
|
2013
Q4 | $34K | Buy |
634
+154
| +32% | +$8.26K | 0.01% | 598 |
|
|
2013
Q3 | $30K | Buy |
+480
| New | +$30K | 0.01% | 616 |
|