ExxonMobil Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $3.09M | Sell |
56,698
-2,190
| -4% | -$119K | 0.09% | 253 |
|
|
2017
Q4 | $3.76M | Sell |
58,888
-8,475
| -13% | -$540K | 0.1% | 227 |
|
|
2017
Q3 | $4.73M | Sell |
67,363
-2,941
| -4% | -$207K | 0.12% | 195 |
|
|
2017
Q2 | $5.26M | Sell |
70,304
-10,207
| -13% | -$764K | 0.13% | 187 |
|
|
2017
Q1 | $5.7M | Sell |
80,511
-3,403
| -4% | -$241K | 0.13% | 198 |
|
|
2016
Q4 | $5.62M | Sell |
83,914
-7,474
| -8% | -$500K | 0.13% | 195 |
|
|
2016
Q3 | $6.83M | Sell |
91,388
-1,020
| -1% | -$76.3K | 0.14% | 171 |
|
|
2016
Q2 | $7.04M | Buy |
92,408
+5,940
| +7% | +$452K | 0.15% | 159 |
|
|
2016
Q1 | $6M | Buy |
86,468
+7,149
| +9% | +$496K | 0.14% | 176 |
|
|
2015
Q4 | $5.4M | Sell |
79,319
-1,460
| -2% | -$99.3K | 0.13% | 184 |
|
|
2015
Q3 | $5.47M | Buy |
80,779
+2,851
| +4% | +$193K | 0.14% | 176 |
|
|
2015
Q2 | $5.11M | Sell |
77,928
-6,112
| -7% | -$401K | 0.13% | 192 |
|
|
2015
Q1 | $6.5M | Buy |
84,040
+6,788
| +9% | +$525K | 0.15% | 176 |
|
|
2014
Q4 | $5.85M | Sell |
77,252
-2,153
| -3% | -$163K | 0.14% | 183 |
|
|
2014
Q3 | $4.95M | Buy |
79,405
+1,690
| +2% | +$105K | 0.11% | 211 |
|
|
2014
Q2 | $4.87M | Buy |
77,715
+1,774
| +2% | +$111K | 0.11% | 220 |
|
|
2014
Q1 | $4.53M | Buy |
75,941
+797
| +1% | +$47.5K | 0.1% | 234 |
|
|
2013
Q4 | $4.03M | Sell |
75,144
-1,089
| -1% | -$58.3K | 0.09% | 263 |
|
|
2013
Q3 | $4.76M | Sell |
76,233
-2,804
| -4% | -$175K | 0.12% | 205 |
|
|
2013
Q2 | $5.3M | Buy |
+79,037
| New | +$5.3M | 0.13% | 182 |
|