Partnervest Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-740
| Closed | -$46K | – | 800 |
|
|
2014
Q2 | $46K | Buy |
740
+7
| +1% | +$435 | 0.02% | 379 |
|
|
2014
Q1 | $44K | Sell |
733
-19
| -3% | -$1.14K | 0.02% | 346 |
|
|
2013
Q4 | $40K | Buy |
752
+5
| +0.7% | +$266 | 0.02% | 346 |
|
|
2013
Q3 | $47K | Buy |
747
+499
| +201% | +$31.4K | 0.02% | 300 |
|
|
2013
Q2 | $17K | Buy |
+248
| New | +$17K | 0.01% | 466 |
|