Resource America’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-60,000
| Closed | -$4.91M | – | 27 |
|
|
2019
Q4 | $4.91M | Hold |
60,000
| – | – | 4.29% | 13 |
|
|
2019
Q3 | $5.44M | Hold |
60,000
| – | – | 4.08% | 13 |
|
|
2019
Q2 | $4.89M | Hold |
60,000
| – | – | 2.94% | 17 |
|
|
2019
Q1 | $4.66M | Buy |
60,000
+20,000
| +50% | +$1.55M | 2.78% | 16 |
|
|
2018
Q4 | $2.78M | Buy |
+40,000
| New | +$2.78M | 1.71% | 29 |
|