First Allied Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $619K | Buy |
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|
2020
Q2 | $528K | Sell |
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|
2020
Q1 | $868K | Buy |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.84M | Buy |
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|
2019
Q2 | $1.58M | Sell |
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|
2019
Q1 | $1.68M | Buy |
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|
2018
Q4 | $1.46M | Sell |
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|
2018
Q3 | $1.42M | Sell |
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|
2018
Q2 | $1.41M | Buy |
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|
2018
Q1 | $1.15M | Buy |
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|
2017
Q4 | $1.32M | Buy |
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|
2017
Q3 | $1.07M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $1.02M | Buy |
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|
2016
Q4 | $869K | Buy |
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|
2016
Q3 | $758K | Sell |
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|
2016
Q2 | $1.07M | Buy |
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|
2016
Q1 | $841K | Sell |
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|
2015
Q4 | $930K | Sell |
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|
2015
Q3 | $1.13M | Sell |
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|
2015
Q2 | $1.14M | Buy |
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|
2015
Q1 | $1.23M | Sell |
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|
2014
Q4 | $1.34M | Sell |
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|
2014
Q3 | $1.17M | Buy |
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|
2014
Q2 | $1.04M | Sell |
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|
2014
Q1 | $1.16M | Buy |
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|
2013
Q4 | $826K | Sell |
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|
2013
Q3 | $954K | Buy |
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|
2013
Q2 | $895K | Buy |
|