Ferguson Wellman Capital Management’s Welltower Inc. WELL.PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $201K | Hold |
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|
2017
Q3 | $213K | Sell |
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|
2017
Q2 | $229K | Hold |
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|
2017
Q1 | $218K | Hold |
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|
2016
Q4 | $208K | Hold |
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|
2016
Q3 | $230K | Hold |
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|
2016
Q2 | $234K | Hold |
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|
2016
Q1 | $214K | Hold |
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|
2015
Q4 | $210K | Buy |
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