McKinley Carter Wealth Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-987
| Closed | -$54K | – | 389 |
|
|
2018
Q1 | $54K | Buy |
+987
| New | +$54K | 0.02% | 256 |
|
|
2016
Q4 | – | Sell |
-2,774
| Closed | -$207K | – | 125 |
|
|
2016
Q3 | $207K | Sell |
2,774
-146
| -5% | -$10.9K | 0.11% | 117 |
|
|
2016
Q2 | $222K | Buy |
+2,920
| New | +$222K | 0.12% | 116 |
|
|
2015
Q3 | – | Sell |
-3,169
| Closed | -$208K | – | 120 |
|
|
2015
Q2 | $208K | Buy |
+3,169
| New | +$208K | 0.11% | 116 |
|