VAM
Verity Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,000
| Closed | -$281K | – | 154 |
|
|
2017
Q3 | $281K | Sell |
4,000
-590
| -13% | -$41.4K | 0.21% | 87 |
|
|
2017
Q2 | $344K | Hold |
4,590
| – | – | 0.26% | 67 |
|
|
2017
Q1 | $325K | Buy |
+4,590
| New | +$325K | 0.27% | 68 |
|
|
2016
Q3 | $418K | Buy |
5,595
+330
| +6% | +$24.7K | 0.39% | 59 |
|
|
2016
Q2 | $401K | Buy |
5,265
+415
| +9% | +$31.6K | 0.4% | 54 |
|
|
2016
Q1 | $336K | Buy |
+4,850
| New | +$336K | 0.38% | 52 |
|
|
2015
Q4 | – | Sell |
-3,820
| Closed | -$259K | – | 101 |
|
|
2015
Q3 | $259K | Buy |
+3,820
| New | +$259K | 0.26% | 64 |
|