KLI
Kelman-Lazarov Inc’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,050
| Closed | -$630K | – | 107 |
|
|
2018
Q2 | $630K | Sell |
10,050
-2,900
| -22% | -$182K | 0.34% | 69 |
|
|
2018
Q1 | $705K | Sell |
12,950
-700
| -5% | -$38.1K | 0.38% | 64 |
|
|
2017
Q4 | $870K | Sell |
13,650
-100
| -0.7% | -$6.37K | 0.44% | 60 |
|
|
2017
Q3 | $966K | Buy |
13,750
+425
| +3% | +$29.9K | 0.51% | 57 |
|
|
2017
Q2 | $997K | Buy |
13,325
+50
| +0.4% | +$3.74K | 0.55% | 56 |
|
|
2017
Q1 | $940K | Buy |
13,275
+1,050
| +9% | +$74.4K | 0.61% | 53 |
|
|
2016
Q4 | $818K | Buy |
12,225
+3,515
| +40% | +$235K | 0.46% | 62 |
|
|
2016
Q3 | $626K | Buy |
+8,710
| New | +$626K | 0.35% | 71 |
|