LVW Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Hold |
0
| – | -$321K | – | 141 |
|
|
2016
Q4 | – | Hold |
0
| – | -$327K | – | 102 |
|
|
2016
Q3 | – | Hold |
0
| – | -$317K | – | 97 |
|
|
2016
Q2 | – | Hold |
0
| – | -$308K | – | 95 |
|
|
2016
Q1 | – | Hold |
0
| – | -$350K | – | 110 |
|
|
2015
Q4 | – | Hold |
0
| – | -$441K | – | 99 |
|
|
2015
Q3 | – | Hold |
0
| – | -$428K | – | 76 |
|
|
2015
Q2 | – | Hold |
0
| – | -$504K | – | 83 |
|
|
2015
Q1 | – | Hold |
0
| – | -$500K | – | 67 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 66 |
|