Washington Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,398
| Closed | -$305K | – | 124 |
|
|
2016
Q1 | $305K | Hold |
4,398
| – | – | 0.22% | 123 |
|
|
2015
Q4 | $299K | Hold |
4,398
| – | – | 0.19% | 115 |
|
|
2015
Q3 | $298K | Hold |
4,398
| – | – | 0.19% | 116 |
|
|
2015
Q2 | $289K | Hold |
4,398
| – | – | 0.16% | 122 |
|
|
2015
Q1 | $340K | Hold |
4,398
| – | – | 0.2% | 118 |
|
|
2014
Q4 | $333K | Hold |
4,398
| – | – | 0.14% | 122 |
|
|
2014
Q3 | $274K | Hold |
4,398
| – | – | 0.11% | 147 |
|
|
2014
Q2 | $276K | Hold |
4,398
| – | – | 0.1% | 149 |
|
|
2014
Q1 | $262K | Hold |
4,398
| – | – | 0.09% | 158 |
|
|
2013
Q4 | $236K | Sell |
4,398
-242
| -5% | -$13K | 0.06% | 176 |
|
|
2013
Q3 | $289K | Sell |
4,640
-1,952
| -30% | -$122K | 0.08% | 166 |
|
|
2013
Q2 | $442K | Buy |
+6,592
| New | +$442K | 0.11% | 157 |
|