WealthTrust-Arizona’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 |
-500
| Closed | -$35K | – | 619 |
|
|
2016
Q1 | $35K | Hold |
500
| – | – | 0.02% | 180 |
|
|
2015
Q4 | $34K | Hold |
500
| – | – | 0.02% | 192 |
|
|
2015
Q3 | $34K | Hold |
500
| – | – | 0.02% | 191 |
|
|
2015
Q2 | $33K | Hold |
500
| – | – | 0.02% | 208 |
|
|
2015
Q1 | $39K | Buy |
500
+200
| +67% | +$15.6K | 0.02% | 195 |
|
|
2014
Q4 | $23K | Hold |
300
| – | – | 0.02% | 253 |
|
|
2014
Q3 | $19K | Hold |
300
| – | – | 0.02% | 291 |
|
|
2014
Q2 | $19K | Hold |
300
| – | – | 0.02% | 294 |
|
|
2014
Q1 | $18K | Hold |
300
| – | – | 0.02% | 319 |
|
|
2013
Q4 | $16K | Hold |
300
| – | – | 0.02% | 317 |
|
|
2013
Q3 | $19K | Hold |
300
| – | – | 0.02% | 251 |
|
|
2013
Q2 | $20K | Buy |
+300
| New | +$20K | 0.03% | 235 |
|