Robert N. Shapiro’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $5K | Buy |
88
+18
| +26% | +$1.02K | ﹤0.01% | 764 |
|
|
2014
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 789 |
|
|
2014
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 709 |
|
|
2014
Q1 | $4K | Sell |
70
-152
| -68% | -$8.69K | ﹤0.01% | 707 |
|
|
2013
Q4 | $12K | Sell |
222
-220
| -50% | -$11.9K | ﹤0.01% | 619 |
|
|
2013
Q3 | $28K | Hold |
442
| – | – | ﹤0.01% | 725 |
|
|
2013
Q2 | $30K | Buy |
+442
| New | +$30K | 0.01% | 666 |
|