Investors Capital Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $853K | Sell |
11,208
-1,064
| -9% | -$81K | 0.16% | 170 |
|
|
2016
Q1 | $850K | Buy |
12,272
+948
| +8% | +$65.7K | 0.17% | 171 |
|
|
2015
Q4 | $770K | Sell |
11,324
-3,519
| -24% | -$239K | 0.15% | 204 |
|
|
2015
Q3 | $1.01M | Buy |
14,843
+319
| +2% | +$21.6K | 0.2% | 131 |
|
|
2015
Q2 | $953K | Buy |
14,524
+123
| +0.9% | +$8.07K | 0.17% | 160 |
|
|
2015
Q1 | $1.11M | Sell |
14,401
-259
| -2% | -$20K | 0.21% | 131 |
|
|
2014
Q4 | $1.11M | Sell |
14,660
-915
| -6% | -$69.2K | 0.21% | 129 |
|
|
2014
Q3 | $971K | Buy |
15,575
+955
| +7% | +$59.5K | 0.19% | 152 |
|
|
2014
Q2 | $916K | Buy |
14,620
+39
| +0.3% | +$2.44K | 0.15% | 218 |
|
|
2014
Q1 | $869K | Sell |
14,581
-481
| -3% | -$28.7K | 0.19% | 159 |
|
|
2013
Q4 | $806K | Buy |
15,062
+503
| +3% | +$26.9K | 0.19% | 154 |
|
|
2013
Q3 | $908K | Buy |
14,559
+679
| +5% | +$42.3K | 0.23% | 121 |
|
|
2013
Q2 | $930K | Buy |
+13,880
| New | +$930K | 0.28% | 95 |
|