MDE Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $467K | Sell |
6,036
-120
| -2% | -$9.28K | 0.12% | 30 |
|
|
2014
Q4 | $466K | Sell |
6,156
-180
| -3% | -$13.6K | 0.11% | 30 |
|
|
2014
Q3 | $395K | Sell |
6,336
-820
| -11% | -$51.1K | 0.1% | 32 |
|
|
2014
Q2 | $448K | Hold |
7,156
| – | – | 0.1% | 33 |
|
|
2014
Q1 | $426K | Buy |
7,156
+1,836
| +35% | +$109K | 0.09% | 35 |
|
|
2013
Q4 | $285K | Sell |
5,320
-15
| -0.3% | -$804 | 0.05% | 60 |
|
|
2013
Q3 | $333K | Sell |
5,335
-270
| -5% | -$16.9K | 0.05% | 44 |
|
|
2013
Q2 | $376K | Buy |
+5,605
| New | +$376K | 0.06% | 39 |
|