KMS Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.85M | Buy |
29,678
+1,330
| +5% | +$83K | 0.26% | 97 |
|
|
2014
Q2 | $1.78M | Sell |
28,348
-2,150
| -7% | -$135K | 0.25% | 96 |
|
|
2014
Q1 | $1.82M | Sell |
30,498
-121
| -0.4% | -$7.21K | 0.29% | 87 |
|
|
2013
Q4 | $1.64M | Buy |
30,619
+3,678
| +14% | +$197K | 0.28% | 81 |
|
|
2013
Q3 | $1.68M | Buy |
26,941
+2,673
| +11% | +$167K | 0.41% | 52 |
|
|
2013
Q2 | $1.63M | Buy |
+24,268
| New | +$1.63M | 0.45% | 45 |
|