EWM
Evercore Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,890
| Closed | -$316K | – | 385 |
|
|
2020
Q1 | $316K | Sell |
6,890
-763
| -10% | -$35K | 0.01% | 290 |
|
|
2019
Q4 | $626K | Sell |
7,653
-1,260
| -14% | -$103K | 0.02% | 253 |
|
|
2019
Q3 | $808K | Buy |
8,913
+553
| +7% | +$50.1K | 0.02% | 229 |
|
|
2019
Q2 | $682K | Buy |
8,360
+3,522
| +73% | +$287K | 0.02% | 243 |
|
|
2019
Q1 | $376K | Buy |
4,838
+186
| +4% | +$14.5K | 0.01% | 306 |
|
|
2018
Q4 | $323K | Buy |
4,652
+1,475
| +46% | +$102K | 0.01% | 298 |
|
|
2018
Q3 | $204K | Buy |
+3,177
| New | +$204K | 0.01% | 404 |
|
|
2018
Q1 | – | Sell |
-1,994
| Closed | -$127K | – | 797 |
|
|
2017
Q4 | $127K | Hold |
1,994
| – | – | ﹤0.01% | 425 |
|
|
2017
Q3 | $140K | Buy |
1,994
+95
| +5% | +$6.67K | 0.01% | 410 |
|
|
2017
Q2 | $142K | Sell |
1,899
-2,634
| -58% | -$197K | 0.01% | 413 |
|
|
2017
Q1 | $321K | Sell |
4,533
-97
| -2% | -$6.87K | 0.01% | 312 |
|
|
2016
Q4 | $309K | Buy |
4,630
+1,049
| +29% | +$70K | 0.01% | 306 |
|
|
2016
Q3 | $267K | Sell |
3,581
-2
| -0.1% | -$149 | 0.01% | 324 |
|
|
2016
Q2 | $273K | Buy |
3,583
+453
| +14% | +$34.5K | 0.01% | 313 |
|
|
2016
Q1 | $217K | Buy |
3,130
+1,810
| +137% | +$125K | 0.01% | 340 |
|
|
2015
Q4 | $90K | Buy |
1,320
+980
| +288% | +$66.8K | ﹤0.01% | 491 |
|
|
2015
Q3 | $23K | Sell |
340
-563
| -62% | -$38.1K | ﹤0.01% | 720 |
|
|
2015
Q2 | $59K | Buy |
903
+98
| +12% | +$6.4K | ﹤0.01% | 610 |
|
|
2015
Q1 | $63K | Buy |
805
+585
| +266% | +$45.8K | ﹤0.01% | 596 |
|
|
2014
Q4 | $17K | Sell |
220
-990
| -82% | -$76.5K | ﹤0.01% | 688 |
|
|
2014
Q3 | $75K | Hold |
1,210
| – | – | ﹤0.01% | 553 |
|
|
2014
Q2 | $76K | Buy |
+1,210
| New | +$76K | ﹤0.01% | 552 |
|