WFG Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $242K | Sell |
3,235
-2,505
| -44% | -$187K | 0.05% | 328 |
|
|
2017
Q1 | $406K | Buy |
5,740
+288
| +5% | +$20.4K | 0.11% | 202 |
|
|
2016
Q4 | $365K | Buy |
5,452
+1,236
| +29% | +$82.7K | 0.09% | 247 |
|
|
2016
Q3 | $315K | Buy |
4,216
+198
| +5% | +$14.8K | 0.08% | 256 |
|
|
2016
Q2 | $306K | Sell |
4,018
-607
| -13% | -$46.2K | 0.08% | 237 |
|
|
2016
Q1 | $321K | Sell |
4,625
-279
| -6% | -$19.4K | 0.09% | 220 |
|
|
2015
Q4 | $334K | Sell |
4,904
-365
| -7% | -$24.9K | 0.1% | 213 |
|
|
2015
Q3 | $357K | Sell |
5,269
-35
| -0.7% | -$2.37K | 0.11% | 191 |
|
|
2015
Q2 | $348K | Buy |
5,304
+156
| +3% | +$10.2K | 0.1% | 228 |
|
|
2015
Q1 | $398K | Sell |
5,148
-448
| -8% | -$34.6K | 0.11% | 208 |
|
|
2014
Q4 | $423K | Buy |
5,596
+1,277
| +30% | +$96.5K | 0.09% | 255 |
|
|
2014
Q3 | $269K | Sell |
4,319
-1,494
| -26% | -$93.1K | 0.05% | 378 |
|
|
2014
Q2 | $364K | Buy |
5,813
+139
| +2% | +$8.7K | 0.07% | 320 |
|
|
2014
Q1 | $338K | Sell |
5,674
-729
| -11% | -$43.4K | 0.07% | 328 |
|
|
2013
Q4 | $343K | Sell |
6,403
-910
| -12% | -$48.7K | 0.05% | 395 |
|
|
2013
Q3 | $456K | Sell |
7,313
-88
| -1% | -$5.49K | 0.07% | 298 |
|
|
2013
Q2 | $496K | Buy |
+7,401
| New | +$496K | 0.08% | 260 |
|