Ipswich Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,995
| Closed | -$327K | – | 182 |
|
|
2019
Q4 | $327K | Hold |
3,995
| – | – | 0.1% | 145 |
|
|
2019
Q3 | $362K | Sell |
3,995
-70
| -2% | -$6.34K | 0.12% | 141 |
|
|
2019
Q2 | $331K | Hold |
4,065
| – | – | 0.11% | 142 |
|
|
2019
Q1 | $315K | Hold |
4,065
| – | – | 0.1% | 145 |
|
|
2018
Q4 | $282K | Sell |
4,065
-216
| -5% | -$15K | 0.1% | 141 |
|
|
2018
Q3 | $275K | Buy |
+4,281
| New | +$275K | 0.09% | 144 |
|