Bridgewater Wealth & Financial Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.52M | Buy |
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|
2017
Q1 | $2.28M | Sell |
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|
2016
Q4 | $2.18M | Sell |
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|
2016
Q3 | $2.44M | Sell |
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|
2016
Q2 | $2.52M | Buy |
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|
2016
Q1 | $2.24M | Buy |
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|
2015
Q4 | $2.17M | Buy |
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|
2015
Q3 | $2.09M | Buy |
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|
2015
Q2 | $2.02M | Sell |
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|
2015
Q1 | $2.4M | Sell |
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|
2014
Q4 | $2.38M | Buy |
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