BA
Boston Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,119
| Closed | -$219K | – | 670 |
|
|
2017
Q3 | $219K | Sell |
3,119
-250
| -7% | -$17.6K | 0.01% | 616 |
|
|
2017
Q2 | $252K | Hold |
3,369
| – | – | 0.01% | 601 |
|
|
2017
Q1 | $239K | Hold |
3,369
| – | – | 0.01% | 591 |
|
|
2016
Q4 | $225K | Hold |
3,369
| – | – | 0.01% | 610 |
|
|
2016
Q3 | $252K | Hold |
3,369
| – | – | 0.01% | 633 |
|
|
2016
Q2 | $257K | Hold |
3,369
| – | – | 0.01% | 632 |
|
|
2016
Q1 | $234K | Buy |
3,369
+200
| +6% | +$13.9K | 0.01% | 626 |
|
|
2015
Q4 | $216K | Hold |
3,169
| – | – | 0.01% | 626 |
|
|
2015
Q3 | $215K | Hold |
3,169
| – | – | 0.01% | 725 |
|
|
2015
Q2 | $208K | Hold |
3,169
| – | – | 0.01% | 638 |
|
|
2015
Q1 | $245K | Hold |
3,169
| – | – | 0.01% | 606 |
|
|
2014
Q4 | $240K | Sell |
3,169
-81
| -2% | -$6.13K | 0.01% | 528 |
|
|
2014
Q3 | $203K | Hold |
3,250
| – | – | 0.01% | 562 |
|
|
2014
Q2 | $204K | Buy |
+3,250
| New | +$204K | 0.01% | 574 |
|
|
2013
Q4 | – | Sell |
-3,700
| Closed | -$231K | – | 611 |
|
|
2013
Q3 | $231K | Hold |
3,700
| – | – | 0.01% | 497 |
|
|
2013
Q2 | $248K | Buy |
+3,700
| New | +$248K | 0.01% | 458 |
|