Integrated Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $498K | Buy |
7,028
+525
| +8% | +$37.2K | 0.17% | 135 |
|
|
2016
Q4 | $435K | Buy |
6,503
+69
| +1% | +$4.62K | 0.16% | 140 |
|
|
2016
Q3 | $481K | Buy |
6,434
+1,163
| +22% | +$86.9K | 0.17% | 126 |
|
|
2016
Q2 | $401K | Buy |
5,271
+2,445
| +87% | +$186K | 0.15% | 131 |
|
|
2016
Q1 | $196K | Buy |
2,826
+626
| +28% | +$43.4K | 0.08% | 190 |
|
|
2015
Q4 | $150K | Buy |
2,200
+171
| +8% | +$11.7K | 0.06% | 233 |
|
|
2015
Q3 | $137K | Buy |
2,029
+228
| +13% | +$15.4K | 0.06% | 235 |
|
|
2015
Q2 | $118K | Buy |
1,801
+692
| +62% | +$45.3K | 0.05% | 259 |
|
|
2015
Q1 | $85K | Buy |
+1,109
| New | +$85K | 0.04% | 300 |
|