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Windsor Capital Management’s Welltower WELL Stock Holding History

Windsor Capital Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,082
Closed -$73K – 439
2015
Q3 		$73K Buy
+1,082
New +$72.3K 0.04% 141
2014
Q1 		– Sell
-1,008
Closed -$54K – 306
2013
Q4 		$54K Buy
1,008
+186
+23% +$11.1K 0.03% 165
2013
Q3 		$51K Buy
822
+10
+1% +$636 0.03% 173
2013
Q2 		$54K Buy
+812
New +$57.7K 0.03% 160

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