Quad-Cities Investment Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,583
| Closed | -$144K | – | 703 |
|
|
2019
Q3 | $144K | Buy |
1,583
+6
| +0.4% | +$546 | 0.12% | 180 |
|
|
2019
Q2 | $129K | Buy |
1,577
+6
| +0.4% | +$491 | 0.11% | 192 |
|
|
2019
Q1 | $123K | Buy |
1,571
+6
| +0.4% | +$470 | 0.11% | 194 |
|
|
2018
Q4 | $110K | Buy |
1,565
+6
| +0.4% | +$422 | 0.11% | 189 |
|
|
2018
Q3 | $99K | Buy |
1,559
+6
| +0.4% | +$381 | 0.09% | 229 |
|
|
2018
Q2 | $96K | Buy |
+1,553
| New | +$96K | 0.09% | 226 |
|