Spot Trading’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-39
| Closed | -$3K | – | 1200 |
|
|
2017
Q2 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 763 |
|
|
2017
Q1 | – | Sell |
-2,839
| Closed | -$190K | – | 1243 |
|
|
2016
Q4 | $190K | Sell |
2,839
-3,461
| -55% | -$232K | ﹤0.01% | 414 |
|
|
2016
Q3 | $471K | Buy |
+6,300
| New | +$471K | 0.01% | 272 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1421 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1467 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1524 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 1572 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 1567 |
|
|
2015
Q1 | – | Sell |
-1,151
| Closed | -$87K | – | 1579 |
|
|
2014
Q4 | $87K | Buy |
+1,151
| New | +$87K | ﹤0.01% | 887 |
|
|
2014
Q3 | – | Sell |
-700
| Closed | -$44K | – | 1703 |
|
|
2014
Q2 | $44K | Buy |
700
+200
| +40% | +$12.6K | ﹤0.01% | 1069 |
|
|
2014
Q1 | $30K | Sell |
500
-2,500
| -83% | -$150K | ﹤0.01% | 1004 |
|
|
2013
Q4 | $161K | Sell |
3,000
-9,731
| -76% | -$522K | ﹤0.01% | 771 |
|
|
2013
Q3 | $794K | Buy |
+12,731
| New | +$794K | ﹤0.01% | 380 |
|