Integrated Investment Consultants’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-168
| Closed | -$9K | – | 702 |
|
|
2018
Q1 | $9K | Buy |
+168
| New | +$9K | ﹤0.01% | 654 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$7K | – | 602 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 529 |
|
|
2016
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 535 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 538 |
|
|
2016
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 533 |
|