James Investment Research’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-47
| Closed | -$3K | – | 708 |
|
|
2016
Q4 | $3K | Hold |
47
| – | – | ﹤0.01% | 522 |
|
|
2016
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 514 |
|
|
2016
Q2 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 474 |
|
|
2014
Q1 | – | Sell |
-84
| Closed | -$4K | – | 560 |
|
|
2013
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 516 |
|