MU Investments Company’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,600
| Closed | -$121K | – | 204 |
|
|
2016
Q2 | $121K | Sell |
1,600
-1,450
| -48% | -$110K | 0.08% | 146 |
|
|
2016
Q1 | $210K | Sell |
3,050
-2,100
| -41% | -$145K | 0.13% | 130 |
|
|
2015
Q4 | $348K | Sell |
5,150
-950
| -16% | -$64.2K | 0.21% | 71 |
|
|
2015
Q3 | $411K | Sell |
6,100
-200
| -3% | -$13.5K | 0.22% | 78 |
|
|
2015
Q2 | $414K | Buy |
6,300
+4,250
| +207% | +$279K | 0.2% | 85 |
|
|
2015
Q1 | $161K | Hold |
2,050
| – | – | 0.07% | 208 |
|
|
2014
Q4 | $157K | Sell |
2,050
-150
| -7% | -$11.5K | 0.07% | 207 |
|
|
2014
Q3 | $138K | Sell |
2,200
-400
| -15% | -$25.1K | 0.07% | 221 |
|
|
2014
Q2 | $163K | Hold |
2,600
| – | – | 0.07% | 221 |
|
|
2014
Q1 | $154K | Buy |
+2,600
| New | +$154K | 0.07% | 224 |
|