WESPAC Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,812
| Closed | -$250K | – | 114 |
|
|
2015
Q2 | $250K | Hold |
3,812
| – | – | 0.19% | 97 |
|
|
2015
Q1 | $295K | Sell |
3,812
-200
| -5% | -$15.5K | 0.22% | 96 |
|
|
2014
Q4 | $304K | Buy |
4,012
+200
| +5% | +$15.2K | 0.21% | 95 |
|
|
2014
Q3 | $238K | Buy |
+3,812
| New | +$238K | 0.19% | 111 |
|