Pinnacle Summer Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 746 |
|
|
2014
Q4 | – | Sell |
-1,550
| Closed | -$96K | – | 1090 |
|
|
2014
Q3 | $96K | Sell |
1,550
-2,025
| -57% | -$125K | 0.01% | 423 |
|
|
2014
Q2 | $231K | Buy |
3,575
+2,710
| +313% | +$175K | 0.03% | 294 |
|
|
2014
Q1 | $55K | Buy |
865
+40
| +5% | +$2.54K | 0.01% | 456 |
|
|
2013
Q4 | $44K | Buy |
825
+40
| +5% | +$2.13K | 0.01% | 489 |
|
|
2013
Q3 | $49K | Sell |
785
-4,698
| -86% | -$293K | 0.01% | 432 |
|
|
2013
Q2 | $368K | Buy |
+5,483
| New | +$368K | 0.09% | 157 |
|