FIM
Friedberg Investment Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,920
| Closed | -$742K | – | 90 |
|
|
2015
Q4 | $742K | Sell |
10,920
-23,410
| -68% | -$1.59M | 0.36% | 71 |
|
|
2015
Q3 | $2.32M | Buy |
34,330
+3,260
| +10% | +$221K | 1.11% | 39 |
|
|
2015
Q2 | $2.04M | Sell |
31,070
-1,140
| -4% | -$74.8K | 0.77% | 52 |
|
|
2015
Q1 | $2.49M | Sell |
32,210
-140
| -0.4% | -$10.8K | 0.91% | 46 |
|
|
2014
Q4 | $2.45M | Hold |
32,350
| – | – | 0.96% | 44 |
|
|
2014
Q3 | $2.02M | Buy |
32,350
+2,580
| +9% | +$161K | 0.78% | 53 |
|
|
2014
Q2 | $1.87M | Hold |
29,770
| – | – | 0.68% | 57 |
|
|
2014
Q1 | $1.77M | Buy |
29,770
+140
| +0.5% | +$8.34K | 0.69% | 58 |
|
|
2013
Q4 | $1.59M | Sell |
29,630
-3,820
| -11% | -$205K | 0.64% | 57 |
|
|
2013
Q3 | $2.09M | Sell |
33,450
-1,860
| -5% | -$116K | 0.91% | 46 |
|
|
2013
Q2 | $2.37M | Buy |
+35,310
| New | +$2.37M | 1.06% | 40 |
|