VSR Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $222K | Buy |
+2,915
| New | +$222K | 0.04% | 433 |
|
|
2015
Q3 | – | Sell |
-3,529
| Closed | -$232K | – | 623 |
|
|
2015
Q2 | $232K | Sell |
3,529
-9
| -0.3% | -$592 | 0.02% | 496 |
|
|
2015
Q1 | $274K | Buy |
3,538
+125
| +4% | +$9.68K | 0.03% | 467 |
|
|
2014
Q4 | $258K | Sell |
3,413
-1,297
| -28% | -$98K | 0.03% | 463 |
|
|
2014
Q3 | $294K | Buy |
4,710
+500
| +12% | +$31.2K | 0.04% | 448 |
|
|
2014
Q2 | $264K | Buy |
4,210
+75
| +2% | +$4.7K | 0.03% | 466 |
|
|
2014
Q1 | $246K | Sell |
4,135
-201
| -5% | -$12K | 0.03% | 486 |
|
|
2013
Q4 | $232K | Sell |
4,336
-2,500
| -37% | -$134K | 0.04% | 480 |
|
|
2013
Q3 | $426K | Sell |
6,836
-74
| -1% | -$4.61K | 0.07% | 313 |
|
|
2013
Q2 | $463K | Buy |
+6,910
| New | +$463K | 0.09% | 272 |
|