Orrstown Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-316
| Closed | -$25K | – | 237 |
|
|
2019
Q1 | $25K | Buy |
+316
| New | +$25K | 0.04% | 155 |
|
|
2018
Q3 | – | Sell |
-20
| Closed | -$1K | – | 299 |
|
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 309 |
|
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 334 |
|
|
2017
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 336 |
|
|
2017
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 329 |
|