Investors Capital Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $853K | Sell |
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|
2016
Q1 | $850K | Buy |
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|
2015
Q4 | $770K | Sell |
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|
2015
Q3 | $1M | Buy |
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|
2015
Q2 | $953K | Buy |
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|
2015
Q1 | $1.11M | Sell |
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|
2014
Q4 | $1.11M | Sell |
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|
2014
Q3 | $971K | Buy |
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|
2014
Q2 | $916K | Buy |
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|
2014
Q1 | $869K | Sell |
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|
2013
Q4 | $806K | Buy |
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|
2013
Q3 | $908K | Buy |
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|
2013
Q2 | $930K | Buy |
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