New England Securities’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $65K | Buy |
859
+361
| +72% | +$27.3K | 0.02% | 526 |
|
|
2014
Q3 | $31K | Buy |
498
+51
| +11% | +$3.18K | 0.01% | 766 |
|
|
2014
Q2 | $28K | Sell |
447
-131
| -23% | -$8.21K | 0.01% | 797 |
|
|
2014
Q1 | $34K | Hold |
578
| – | – | 0.01% | 667 |
|
|
2013
Q4 | $31K | Buy |
578
+95
| +20% | +$5.1K | 0.01% | 688 |
|
|
2013
Q3 | $30K | Hold |
483
| – | – | 0.02% | 641 |
|
|
2013
Q2 | $32K | Buy |
+483
| New | +$32K | 0.02% | 546 |
|