KG
WELL.PRI
Killen Group’s Welltower Inc. WELL.PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-133,196
| Closed | -$7.62M | – | 118 |
|
|
2014
Q3 | $7.62M | Sell |
133,196
-210,800
| -61% | -$12.1M | 0.42% | 85 |
|
|
2014
Q2 | $19.9M | Hold |
343,996
| – | – | 1.03% | 34 |
|
|
2014
Q1 | $19.1M | Buy |
343,996
+160,246
| +87% | +$8.9M | 1.04% | 34 |
|
|
2013
Q4 | $9.42M | Buy |
+183,750
| New | +$9.42M | 0.54% | 77 |
|