Woodmont Investment Counsel’s Welltower Inc. WELL.PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-26,125
| Closed | -$1.56M | – | 194 |
|
|
2017
Q4 | $1.56M | Sell |
26,125
-1,200
| -4% | -$71.8K | 0.4% | 71 |
|
|
2017
Q3 | $1.73M | Hold |
27,325
| – | – | 0.47% | 64 |
|
|
2017
Q2 | $1.81M | Sell |
27,325
-600
| -2% | -$39.8K | 0.51% | 63 |
|
|
2017
Q1 | $1.68M | Hold |
27,925
| – | – | 0.49% | 68 |
|
|
2016
Q4 | $1.68M | Buy |
27,925
+2,061
| +8% | +$124K | 0.48% | 67 |
|
|
2016
Q3 | $1.72M | Sell |
25,864
-400
| -2% | -$26.6K | 0.49% | 64 |
|
|
2016
Q2 | $1.78M | Sell |
26,264
-200
| -0.8% | -$13.6K | 0.53% | 63 |
|
|
2016
Q1 | $1.64M | Buy |
26,464
+12,425
| +89% | +$771K | 0.5% | 63 |
|
|
2015
Q4 | $854K | Buy |
+14,039
| New | +$854K | 0.25% | 102 |
|