Stux Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-11,400
| Closed | -$679K | – | 521 |
|
|
2014
Q1 | $679K | Sell |
11,400
-700
| -6% | -$41.7K | 0.08% | 251 |
|
|
2013
Q4 | $648K | Buy |
12,100
+300
| +3% | +$16.1K | 0.08% | 250 |
|
|
2013
Q3 | $736K | Sell |
11,800
-1,400
| -11% | -$87.3K | 0.1% | 216 |
|
|
2013
Q2 | $885K | Buy |
+13,200
| New | +$885K | 0.11% | 210 |
|