Physicians Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-350
| Closed | -$27K | – | 259 |
|
|
2016
Q4 | $27K | Hold |
350
| – | – | 0.02% | 193 |
|
|
2016
Q3 | $26K | Hold |
350
| – | – | 0.02% | 186 |
|
|
2016
Q2 | $27K | Buy |
350
+180
| +106% | +$13.9K | 0.02% | 187 |
|
|
2016
Q1 | $12K | Hold |
170
| – | – | 0.01% | 213 |
|
|
2015
Q4 | $12K | Buy |
+170
| New | +$12K | 0.01% | 223 |
|