Vigilant Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,050
| Closed | -$67K | – | 471 |
|
|
2017
Q4 | $67K | Buy |
+1,050
| New | +$67K | 0.01% | 203 |
|
|
2016
Q3 | – | Sell |
-37
| Closed | -$3K | – | 372 |
|
|
2016
Q2 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 353 |
|
|
2014
Q1 | – | Sell |
-80
| Closed | -$4K | – | 290 |
|
|
2013
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 229 |
|
|
2013
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 215 |
|
|
2013
Q2 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 230 |
|