Fidelity Investments’s Welltower Inc. WELL.PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-60,667
| Closed | -$3.63M | – | 2766 |
|
|
2017
Q4 | $3.63M | Sell |
60,667
-145,200
| -71% | -$8.69M | ﹤0.01% | 2237 |
|
|
2017
Q3 | $13.1M | Hold |
205,867
| – | – | ﹤0.01% | 1855 |
|
|
2017
Q2 | $13.6M | Hold |
205,867
| – | – | ﹤0.01% | 1827 |
|
|
2017
Q1 | $13M | Hold |
205,867
| – | – | ﹤0.01% | 1861 |
|
|
2016
Q4 | $12.4M | Hold |
205,867
| – | – | ﹤0.01% | 1888 |
|
|
2016
Q3 | $13.7M | Buy |
205,867
+144,000
| +233% | +$9.58M | ﹤0.01% | 1862 |
|
|
2016
Q2 | $4.2M | Buy |
+61,867
| New | +$4.2M | ﹤0.01% | 2225 |
|
|
2015
Q2 | – | Sell |
-66,800
| Closed | -$4.52M | – | 2851 |
|
|
2015
Q1 | $4.52M | Hold |
66,800
| – | – | ﹤0.01% | 2252 |
|
|
2014
Q4 | $4.41M | Hold |
66,800
| – | – | ﹤0.01% | 2268 |
|
|
2014
Q3 | $3.85M | Hold |
66,800
| – | – | ﹤0.01% | 2290 |
|
|
2014
Q2 | $3.88M | Hold |
66,800
| – | – | ﹤0.01% | 2293 |
|
|
2014
Q1 | $3.71M | Hold |
66,800
| – | – | ﹤0.01% | 2267 |
|
|
2013
Q4 | $3.43M | Hold |
66,800
| – | – | ﹤0.01% | 2252 |
|
|
2013
Q3 | $3.85M | Buy |
+66,800
| New | +$3.85M | ﹤0.01% | 2221 |
|