Roosevelt Investment Group’s Welltower Inc. HCN.PRJ.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-8,000
Closed -$201K 223
2016
Q4
$201K Sell
8,000
-2,000
-20% -$50.3K 0.02% 191
2016
Q3
$260K Buy
10,000
+2,000
+25% +$52K 0.02% 164
2016
Q2
$209K Buy
+8,000
New +$209K 0.02% 192