Telemus Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,565
| Closed | -$232K | – | 412 |
|
|
2019
Q3 | $232K | Buy |
2,565
+169
| +7% | +$15.3K | 0.02% | 349 |
|
|
2019
Q2 | $203K | Buy |
+2,396
| New | +$203K | 0.02% | 351 |
|
|
2018
Q1 | – | Sell |
-4,168
| Closed | -$266K | – | 565 |
|
|
2017
Q4 | $266K | Buy |
4,168
+168
| +4% | +$10.7K | 0.02% | 372 |
|
|
2017
Q3 | $281K | Sell |
4,000
-80
| -2% | -$5.62K | 0.03% | 285 |
|
|
2017
Q2 | $305K | Hold |
4,080
| – | – | 0.03% | 295 |
|
|
2017
Q1 | $289K | Sell |
4,080
-27
| -0.7% | -$1.91K | 0.03% | 285 |
|
|
2016
Q4 | $275K | Buy |
4,107
+27
| +0.7% | +$1.81K | 0.04% | 269 |
|
|
2016
Q3 | $305K | Buy |
+4,080
| New | +$305K | 0.03% | 271 |
|