Fiduciary Financial Services of The Southwest’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.8M | Sell |
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|
2019
Q3 | $6.45M | Buy |
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|
2019
Q2 | $5.79M | Buy |
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|
2019
Q1 | $5.44M | Sell |
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|
2018
Q4 | $4.88M | Sell |
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|
2018
Q3 | $4.6M | Sell |
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|
2018
Q2 | $4.56M | Sell |
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|
2018
Q1 | $4.2M | Sell |
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|
2017
Q4 | $5.32M | Sell |
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|
2017
Q3 | $6.07M | Sell |
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|
2017
Q2 | $6.6M | Buy |
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|
2017
Q1 | $6.18M | Sell |
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|
2016
Q4 | $5.86M | Sell |
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|
2016
Q3 | $6.76M | Sell |
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|
2016
Q2 | $7.33M | Sell |
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|
2016
Q1 | $6.79M | Buy |
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|
2015
Q4 | $6.49M | Sell |
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|
2015
Q3 | $6.62M | Sell |
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|
2015
Q2 | $6.41M | Sell |
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|
2015
Q1 | $7.66M | Sell |
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|
2014
Q4 | $7.59M | Sell |
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|
2014
Q3 | $6.27M | Sell |
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|
2014
Q2 | $6.34M | Buy |
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|
2014
Q1 | $6M | Sell |
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|
2013
Q4 | $5.41M | Sell |
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|
2013
Q3 | $6.39M | Sell |
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|
2013
Q2 | $6.88M | Buy |
|