First National Bank Sioux Falls’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-700
| Closed | -$52K | – | 211 |
|
2016
Q3 | $52K | Hold |
700
| – | – | 0.14% | 114 |
|
2016
Q2 | $53K | Hold |
700
| – | – | 0.17% | 101 |
|
2016
Q1 | $49K | Hold |
700
| – | – | 0.16% | 100 |
|
2015
Q4 | $48K | Hold |
700
| – | – | 0.15% | 105 |
|
2015
Q3 | $47K | Hold |
700
| – | – | 0.15% | 104 |
|
2015
Q2 | $46K | Hold |
700
| – | – | 0.14% | 112 |
|
2015
Q1 | $54K | Hold |
700
| – | – | 0.16% | 102 |
|
2014
Q4 | $53K | Hold |
700
| – | – | 0.15% | 101 |
|
2014
Q3 | $44K | Hold |
700
| – | – | 0.12% | 114 |
|
2014
Q2 | $44K | Hold |
700
| – | – | 0.11% | 117 |
|
2014
Q1 | $42K | Hold |
700
| – | – | 0.11% | 113 |
|
2013
Q4 | $37K | Hold |
700
| – | – | 0.1% | 126 |
|
2013
Q3 | $44K | Hold |
700
| – | – | 0.13% | 109 |
|
2013
Q2 | $47K | Buy |
+700
| New | +$47K | 0.13% | 104 |
|