First Interstate Bank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,600
| Closed | -$102K | – | 718 |
|
|
2017
Q4 | $102K | Hold |
1,600
| – | – | 0.02% | 274 |
|
|
2017
Q3 | $112K | Hold |
1,600
| – | – | 0.02% | 263 |
|
|
2017
Q2 | $120K | Hold |
1,600
| – | – | 0.02% | 243 |
|
|
2017
Q1 | $113K | Hold |
1,600
| – | – | 0.02% | 256 |
|
|
2016
Q4 | $107K | Hold |
1,600
| – | – | 0.02% | 258 |
|
|
2016
Q3 | $120K | Hold |
1,600
| – | – | 0.02% | 251 |
|
|
2016
Q2 | $122K | Hold |
1,600
| – | – | 0.03% | 237 |
|
|
2016
Q1 | $111K | Sell |
1,600
-28
| -2% | -$1.94K | 0.02% | 248 |
|
|
2015
Q4 | $111K | Buy |
+1,628
| New | +$111K | 0.02% | 264 |
|