Yellowstone Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $334K | Buy |
+4,470
| New | +$334K | 0.12% | 149 |
|
|
2016
Q2 | – | Sell |
-3,126
| Closed | -$217K | – | 232 |
|
|
2016
Q1 | $217K | Buy |
+3,126
| New | +$217K | 0.09% | 179 |
|
|
2015
Q2 | – | Sell |
-2,645
| Closed | -$205K | – | 230 |
|
|
2015
Q1 | $205K | Buy |
+2,645
| New | +$205K | 0.1% | 169 |
|