Foresters Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,301
| Closed | -$270K | – | 418 |
|
|
2018
Q2 | $270K | Sell |
4,301
-78,051
| -95% | -$4.9M | ﹤0.01% | 317 |
|
|
2018
Q1 | $4.48M | Buy |
82,352
+27,267
| +49% | +$1.48M | 0.07% | 276 |
|
|
2017
Q4 | $3.51M | Buy |
55,085
+4,333
| +9% | +$276K | 0.05% | 291 |
|
|
2017
Q3 | $3.57M | Hold |
50,752
| – | – | 0.06% | 277 |
|
|
2017
Q2 | $3.8M | Sell |
50,752
-5,193
| -9% | -$389K | 0.06% | 274 |
|
|
2017
Q1 | $3.96M | Buy |
55,945
+110
| +0.2% | +$7.79K | 0.07% | 253 |
|
|
2016
Q4 | $3.66M | Buy |
55,835
+43,493
| +352% | +$2.85M | 0.07% | 258 |
|
|
2016
Q3 | $923K | Sell |
12,342
-245
| -2% | -$18.3K | 0.02% | 308 |
|
|
2016
Q2 | $959K | Buy |
+12,587
| New | +$959K | 0.02% | 310 |
|