Vantage Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $13K | Hold |
195
| – | – | ﹤0.01% | 496 |
|
|
2018
Q2 | $12K | Hold |
195
| – | – | ﹤0.01% | 512 |
|
|
2018
Q1 | $11K | Hold |
195
| – | – | ﹤0.01% | 545 |
|
|
2017
Q4 | $12K | Hold |
195
| – | – | ﹤0.01% | 548 |
|
|
2017
Q3 | $14K | Hold |
195
| – | – | ﹤0.01% | 503 |
|
|
2017
Q2 | $15K | Hold |
195
| – | – | ﹤0.01% | 481 |
|
|
2017
Q1 | $14K | Buy |
+195
| New | +$14K | ﹤0.01% | 467 |
|
|
2016
Q4 | – | Sell |
-195
| Closed | -$15K | – | 856 |
|
|
2016
Q3 | $15K | Buy |
+195
| New | +$15K | 0.01% | 438 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$3K | – | 904 |
|
|
2016
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 689 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$14K | – | 822 |
|
|
2015
Q3 | $14K | Buy |
+200
| New | +$14K | 0.01% | 438 |
|
|
2015
Q2 | – | Sell |
-50
| Closed | -$4K | – | 802 |
|
|
2015
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 717 |
|