Catawba 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $2.66M | Sell |
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|
2018
Q1 | $2.32M | Sell |
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|
2017
Q4 | $2.82M | Sell |
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|
2017
Q3 | $3.22M | Sell |
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|
2017
Q2 | $3.52M | Buy |
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|
2017
Q1 | $3.32M | Buy |
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|
2016
Q4 | $3.11M | Sell |
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|
2016
Q3 | $3.57M | Sell |
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|
2016
Q2 | $3.72M | Buy |
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|
2016
Q1 | $3.11M | Buy |
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|
2015
Q4 | $2.8M | Buy |
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|
2015
Q3 | $2.68M | Sell |
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|
2015
Q2 | $2.8M | Sell |
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|
2015
Q1 | $3.39M | Sell |
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|
2014
Q4 | $3.46M | Buy |
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|
2014
Q3 | $2.79M | Buy |
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|
2014
Q2 | $2.63M | Buy |
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|
2014
Q1 | $2.39M | Sell |
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|
2013
Q4 | $2.16M | Buy |
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|
2013
Q3 | $2.44M | Sell |
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|
2013
Q2 | $2.63M | Buy |
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