Advisor Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.61M | Sell |
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|
2019
Q3 | $8.31M | Buy |
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|
2019
Q2 | $7.32M | Sell |
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|
2019
Q1 | $7.72M | Buy |
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|
2018
Q4 | $6.87M | Buy |
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|
2018
Q3 | $6.05M | Buy |
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|
2018
Q2 | $4.92M | Sell |
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|
2018
Q1 | $4.68M | Sell |
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|
2017
Q4 | $6.06M | Buy |
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|
2017
Q3 | $3.85M | Buy |
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|
2017
Q2 | $3.98M | Buy |
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|
2017
Q1 | $3.55M | Buy |
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|
2016
Q4 | $3.14M | Sell |
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|
2016
Q3 | $3.55M | Buy |
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|
2016
Q2 | $2.77M | Buy |
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