Neville Rodie & Shaw’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,143
| Closed | -$238K | – | 279 |
|
|
2014
Q4 | $238K | Buy |
+3,143
| New | +$238K | 0.02% | 248 |
|
|
2014
Q3 | – | Sell |
-3,535
| Closed | -$222K | – | 281 |
|
|
2014
Q2 | $222K | Buy |
3,535
+4
| +0.1% | +$251 | 0.02% | 248 |
|
|
2014
Q1 | $210K | Buy |
+3,531
| New | +$210K | 0.02% | 243 |
|
|
2013
Q4 | – | Sell |
-3,522
| Closed | -$220K | – | 268 |
|
|
2013
Q3 | $220K | Buy |
3,522
+4
| +0.1% | +$250 | 0.03% | 243 |
|
|
2013
Q2 | $236K | Buy |
+3,518
| New | +$236K | 0.03% | 230 |
|