Stanley-Laman Group’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 |
-3,436
| Closed | -$281K | – | 329 |
|
|
2019
Q4 | $281K | Buy |
+3,436
| New | +$281K | 0.07% | 219 |
|
|
2016
Q1 | – | Sell |
-3,180
| Closed | -$216K | – | 352 |
|
|
2015
Q4 | $216K | Sell |
3,180
-186
| -6% | -$12.6K | 0.04% | 298 |
|
|
2015
Q3 | $228K | Buy |
3,366
+100
| +3% | +$6.77K | 0.05% | 278 |
|
|
2015
Q2 | $214K | Hold |
3,266
| – | – | 0.04% | 282 |
|
|
2015
Q1 | $253K | Buy |
3,266
+506
| +18% | +$39.2K | 0.05% | 266 |
|
|
2014
Q4 | $209K | Buy |
+2,760
| New | +$209K | 0.04% | 294 |
|