Private Trust Company’s Welltower Inc. WELL.PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-79
| Closed | -$5K | – | 1436 |
|
|
2014
Q3 | $5K | Hold |
79
| – | – | ﹤0.01% | 1338 |
|
|
2014
Q2 | $5K | Sell |
79
-10
| -11% | -$633 | ﹤0.01% | 1318 |
|
|
2014
Q1 | $5K | Hold |
89
| – | – | ﹤0.01% | 1208 |
|
|
2013
Q4 | $5K | Buy |
89
+10
| +13% | +$562 | ﹤0.01% | 1191 |
|
|
2013
Q3 | $5K | Buy |
+79
| New | +$5K | ﹤0.01% | 1150 |
|