Forward Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $6.81M | Hold |
|
|||||
|
2020
Q2 | $6.47M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $1K | Sell |
|
|||||
|
2018
Q2 | $747K | Sell |
|
|||||
|
2018
Q1 | $692K | Sell |
|
|||||
|
2017
Q4 | $1.06M | Sell |
|
|||||
|
2017
Q3 | $1.26M | Hold |
|
|||||
|
2017
Q2 | $1.35M | Hold |
|
|||||
|
2017
Q1 | $1.27M | Hold |
|
|||||
|
2016
Q4 | $1.21M | Sell |
|
|||||
|
2016
Q3 | $2.69M | Hold |
|
|||||
|
2016
Q2 | $2.74M | Sell |
|
|||||
|
2016
Q1 | $2.59M | Buy |
|
|||||
|
2015
Q4 | $2.04M | Hold |
|
|||||
|
2015
Q3 | $2.03M | Hold |
|
|||||
|
2015
Q2 | $1.97M | Hold |
|
|||||
|
2015
Q1 | $2.32M | Sell |
|
|||||
|
2014
Q4 | $5.04M | Sell |
|
|||||
|
2014
Q3 | $5.59M | Buy |
|
|||||
|
2014
Q2 | $5.51M | Buy |
|
|||||
|
2014
Q1 | $4.38M | Buy |
|
|||||
|
2013
Q4 | $3.45M | Buy |
|
|||||
|
2013
Q3 | $3.17M | Hold |
|
|||||
|
2013
Q2 | $3.41M | Buy |
|