Schwerin Boyle Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-30,000
| Closed | -$2.32M | – | 75 |
|
|
2015
Q1 | $2.32M | Hold |
30,000
| – | – | 0.33% | 47 |
|
|
2014
Q4 | $2.27M | Hold |
30,000
| – | – | 0.31% | 49 |
|
|
2014
Q3 | $1.87M | Hold |
30,000
| – | – | 0.26% | 50 |
|
|
2014
Q2 | $1.88M | Hold |
30,000
| – | – | 0.27% | 52 |
|
|
2014
Q1 | $1.79M | Hold |
30,000
| – | – | 0.26% | 56 |
|
|
2013
Q4 | $1.61M | Hold |
30,000
| – | – | 0.23% | 59 |
|
|
2013
Q3 | $1.87M | Hold |
30,000
| – | – | 0.28% | 59 |
|
|
2013
Q2 | $2.01M | Buy |
+30,000
| New | +$2.01M | 0.32% | 50 |
|