FFSOTS
Fiduciary Financial Services of The Southwest’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.8M | Sell |
70,943
-158
| -0.2% | -$12.9K | 1.52% | 23 |
|
|
2019
Q3 | $6.45M | Buy |
71,101
+27
| +0% | +$2.45K | 1.72% | 16 |
|
|
2019
Q2 | $5.8M | Buy |
71,074
+1,011
| +1% | +$82.4K | 1.64% | 19 |
|
|
2019
Q1 | $5.44M | Sell |
70,063
-316
| -0.4% | -$24.5K | 1.58% | 20 |
|
|
2018
Q4 | $4.89M | Sell |
70,379
-1,180
| -2% | -$81.9K | 1.54% | 18 |
|
|
2018
Q3 | $4.6M | Sell |
71,559
-1,200
| -2% | -$77.2K | 1.28% | 27 |
|
|
2018
Q2 | $4.56M | Sell |
72,759
-4,434
| -6% | -$278K | 1.38% | 26 |
|
|
2018
Q1 | $4.2M | Sell |
77,193
-6,240
| -7% | -$340K | 1.29% | 28 |
|
|
2017
Q4 | $5.32M | Sell |
83,433
-2,943
| -3% | -$188K | 1.56% | 18 |
|
|
2017
Q3 | $6.07M | Sell |
86,376
-1,815
| -2% | -$128K | 1.82% | 12 |
|
|
2017
Q2 | $6.6M | Buy |
88,191
+925
| +1% | +$69.2K | 2.03% | 11 |
|
|
2017
Q1 | $6.18M | Sell |
87,266
-337
| -0.4% | -$23.9K | 1.97% | 11 |
|
|
2016
Q4 | $5.86M | Sell |
87,603
-2,875
| -3% | -$192K | 1.93% | 11 |
|
|
2016
Q3 | $6.77M | Sell |
90,478
-5,718
| -6% | -$428K | 2.17% | 8 |
|
|
2016
Q2 | $7.33M | Sell |
96,196
-1,733
| -2% | -$132K | 2.36% | 6 |
|
|
2016
Q1 | $6.79M | Buy |
97,929
+2,581
| +3% | +$179K | 2.41% | 7 |
|
|
2015
Q4 | $6.49M | Sell |
95,348
-2,352
| -2% | -$160K | 2.31% | 8 |
|
|
2015
Q3 | $6.62M | Sell |
97,700
-9
| -0% | -$609 | 2.32% | 7 |
|
|
2015
Q2 | $6.41M | Sell |
97,709
-1,270
| -1% | -$83.4K | 1.98% | 8 |
|
|
2015
Q1 | $7.66M | Sell |
98,979
-1,279
| -1% | -$98.9K | 2.25% | 7 |
|
|
2014
Q4 | $7.59M | Sell |
100,258
-241
| -0.2% | -$18.2K | 2.17% | 7 |
|
|
2014
Q3 | $6.27M | Sell |
100,499
-651
| -0.6% | -$40.6K | 1.77% | 10 |
|
|
2014
Q2 | $6.34M | Buy |
101,150
+475
| +0.5% | +$29.8K | 1.78% | 9 |
|
|
2014
Q1 | $6M | Sell |
100,675
-344
| -0.3% | -$20.5K | 1.81% | 9 |
|
|
2013
Q4 | $5.41M | Sell |
101,019
-1,495
| -1% | -$80.1K | 1.7% | 16 |
|
|
2013
Q3 | $6.4M | Sell |
102,514
-98
| -0.1% | -$6.11K | 2.11% | 7 |
|
|
2013
Q2 | $6.88M | Buy |
+102,612
| New | +$6.88M | 2.29% | 7 |
|