A.D. Beadell Investment Counsel’s Welltower Inc. WELL.PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.56M | Sell |
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|
2018
Q2 | $2.53M | Sell |
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2018
Q1 | $2.4M | Sell |
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|
2017
Q4 | $2.58M | Sell |
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|
2017
Q3 | $2.78M | Buy |
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|
2017
Q2 | $2.9M | Sell |
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|
2017
Q1 | $2.79M | Sell |
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|
2016
Q4 | $2.69M | Buy |
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|
2016
Q3 | $2.75M | Sell |
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|
2016
Q2 | $2.82M | Hold |
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|
2016
Q1 | $2.58M | Buy |
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|
2015
Q4 | $2.53M | Buy |
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|
2015
Q3 | $2.43M | Buy |
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|
2015
Q2 | $1.99M | Buy |
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|
2015
Q1 | $2.02M | Sell |
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|
2014
Q4 | $2.04M | Hold |
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|
2014
Q3 | $1.77M | Buy |
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|
2014
Q2 | $1.77M | Buy |
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|
2014
Q1 | $1.7M | Buy |
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|
2013
Q4 | $890K | Buy |
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|
2013
Q3 | $674K | Buy |
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