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WELL icon

Reliance Trust’s Welltower WELL Stock Holding History

Reliance Trust’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,585
Closed -$272K – 130
2014
Q4 		$272K Buy
+3,585
New +$256K 0.32% 97
2014
Q3 		– Sell
-3,466
Closed -$217K – 154
2014
Q2 		$217K Sell
3,466
-234
-6% -$14.7K 0.24% 126
2014
Q1 		$220K Sell
3,700
-510
-12% -$29.1K 0.22% 142
2013
Q4 		$226K Sell
4,210
-222
-5% -$13.2K 0.21% 138
2013
Q3 		$277K Hold
4,432
– – 0.27% 102
2013
Q2 		$297K Buy
+4,432
New +$315K 0.19% 115

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