PAG
Pinnacle Advisory Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,667
| Closed | -$328K | – | 202 |
|
|
2017
Q3 | $328K | Buy |
4,667
+63
| +1% | +$4.43K | 0.02% | 155 |
|
|
2017
Q2 | $345K | Sell |
4,604
-1,303
| -22% | -$97.6K | 0.02% | 141 |
|
|
2017
Q1 | $418K | Buy |
5,907
+2,032
| +52% | +$144K | 0.03% | 124 |
|
|
2016
Q4 | $259K | Buy |
+3,875
| New | +$259K | 0.02% | 160 |
|