Miles Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,735
| Closed | -$205K | – | 231 |
|
|
2017
Q2 | $205K | Buy |
+2,735
| New | +$205K | 0.11% | 195 |
|
|
2017
Q1 | – | Sell |
-6,380
| Closed | -$427K | – | 224 |
|
|
2016
Q4 | $427K | Buy |
6,380
+2,085
| +49% | +$140K | 0.26% | 59 |
|
|
2016
Q3 | $321K | Buy |
4,295
+1,491
| +53% | +$111K | 0.22% | 73 |
|
|
2016
Q2 | $214K | Sell |
2,804
-10,281
| -79% | -$785K | 0.15% | 174 |
|
|
2016
Q1 | $907K | Sell |
13,085
-85
| -0.6% | -$5.89K | 0.61% | 41 |
|
|
2015
Q4 | $896K | Buy |
+13,170
| New | +$896K | 0.61% | 38 |
|