Northeast Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,187
| Closed | -$1.08M | – | 176 |
|
|
2019
Q4 | $1.08M | Buy |
13,187
+2,457
| +23% | +$201K | 0.08% | 100 |
|
|
2019
Q3 | $973K | Buy |
10,730
+2,919
| +37% | +$265K | 0.08% | 100 |
|
|
2019
Q2 | $637K | Buy |
7,811
+4,444
| +132% | +$362K | 0.05% | 112 |
|
|
2019
Q1 | $261K | Buy |
3,367
+422
| +14% | +$32.7K | 0.02% | 149 |
|
|
2018
Q4 | $204K | Buy |
+2,945
| New | +$204K | 0.02% | 156 |
|