Lourd Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,293
| Closed | -$437K | – | 293 |
|
|
2018
Q4 | $437K | Buy |
6,293
+181
| +3% | +$12.6K | 0.03% | 131 |
|
|
2018
Q3 | $393K | Buy |
+6,112
| New | +$393K | 0.03% | 164 |
|
|
2018
Q1 | – | Sell |
-11,900
| Closed | -$759K | – | 334 |
|
|
2017
Q4 | $759K | Buy |
+11,900
| New | +$759K | 0.05% | 98 |
|