BTR Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Sell |
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|
2019
Q3 | $261K | Sell |
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|
2019
Q2 | $239K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $495K | Sell |
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|
2018
Q3 | $491K | Buy |
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|
2018
Q2 | $439K | Hold |
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|
2018
Q1 | $381K | Sell |
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|
2017
Q4 | $478K | Hold |
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|
2017
Q3 | $527K | Sell |
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|
2017
Q2 | $565K | Sell |
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|
2017
Q1 | $546K | Sell |
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|
2016
Q4 | $610K | Hold |
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|
2016
Q3 | $610K | Sell |
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|
2016
Q2 | $644K | Sell |
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|
2016
Q1 | $593K | Sell |
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|
2015
Q4 | $962K | Buy |
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|
2015
Q3 | $866K | Sell |
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|
2015
Q2 | $928K | Sell |
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|
2015
Q1 | $1.1M | Sell |
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|
2014
Q4 | $3.5M | Sell |
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|
2014
Q3 | $2.92M | Sell |
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|
2014
Q2 | $3.1M | Sell |
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|
2014
Q1 | $4.07M | Buy |
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|
2013
Q4 | $3.61M | Buy |
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|
2013
Q3 | $3.37M | Buy |
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|
2013
Q2 | $3.57M | Buy |
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