Meritage Portfolio Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-80,200
| Closed | -$5.11M | – | 218 |
|
|
2017
Q4 | $5.11M | Sell |
80,200
-1,240
| -2% | -$79.1K | 0.49% | 92 |
|
|
2017
Q3 | $5.72M | Buy |
81,440
+140
| +0.2% | +$9.84K | 0.56% | 71 |
|
|
2017
Q2 | $6.09M | Sell |
81,300
-1,170
| -1% | -$87.6K | 0.63% | 57 |
|
|
2017
Q1 | $5.84M | Buy |
82,470
+1,105
| +1% | +$78.3K | 0.61% | 61 |
|
|
2016
Q4 | $5.45M | Buy |
+81,365
| New | +$5.45M | 0.59% | 71 |
|