Wilmington Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | $368K | Buy |
5,878
+2,173
| +59% | +$136K | 0.01% | 565 |
|
2014
Q1 | $221K | Buy |
+3,705
| New | +$221K | ﹤0.01% | 660 |
|
2013
Q4 | – | Sell |
-6,933
| Closed | -$433K | – | 715 |
|
2013
Q3 | $433K | Sell |
6,933
-101
| -1% | -$6.31K | 0.01% | 501 |
|
2013
Q2 | $472K | Buy |
+7,034
| New | +$472K | 0.01% | 472 |
|