Stifel Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $16K | Hold |
250
| – | – | ﹤0.01% | 375 |
|
|
2014
Q2 | $16K | Hold |
250
| – | – | ﹤0.01% | 345 |
|
|
2014
Q1 | $15K | Hold |
250
| – | – | ﹤0.01% | 373 |
|
|
2013
Q4 | $14K | Sell |
250
-75
| -23% | -$4.2K | ﹤0.01% | 369 |
|
|
2013
Q3 | $21K | Hold |
325
| – | – | ﹤0.01% | 352 |
|
|
2013
Q2 | $22K | Buy |
+325
| New | +$22K | ﹤0.01% | 339 |
|