Martin Capital Partners’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 |
-40,422
| Closed | -$2.81M | – | 63 |
|
|
2018
Q4 | $2.81M | Buy |
40,422
+2,225
| +6% | +$154K | 2.59% | 15 |
|
|
2018
Q3 | $2.46M | Buy |
38,197
+1,292
| +4% | +$83.1K | 2.2% | 22 |
|
|
2018
Q2 | $2.31M | Sell |
36,905
-10,591
| -22% | -$664K | 2.36% | 24 |
|
|
2018
Q1 | $2.59M | Buy |
47,496
+11,911
| +33% | +$648K | 2.57% | 20 |
|
|
2017
Q4 | $2.27M | Buy |
+35,585
| New | +$2.27M | 2.36% | 22 |
|