Placemark Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $16.1M | Buy |
213,222
+20,188
| +10% | +$1.53M | 0.29% | 78 |
|
|
2014
Q3 | $12M | Buy |
193,034
+10,992
| +6% | +$685K | 0.22% | 104 |
|
|
2014
Q2 | $11.4M | Buy |
182,042
+20,299
| +13% | +$1.27M | 0.2% | 106 |
|
|
2014
Q1 | $9.64M | Buy |
161,743
+18,087
| +13% | +$1.08M | 0.18% | 124 |
|
|
2013
Q4 | $7.69M | Buy |
143,656
+1,790
| +1% | +$95.9K | 0.13% | 194 |
|
|
2013
Q3 | $8.85M | Sell |
141,866
-84,993
| -37% | -$5.3M | 0.17% | 143 |
|
|
2013
Q2 | $15.2M | Buy |
+226,859
| New | +$15.2M | 0.33% | 63 |
|