Friedberg Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
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|
2015
Q4 | $742K | Sell |
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|
2015
Q3 | $2.32M | Buy |
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|
2015
Q2 | $2.04M | Sell |
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|
2015
Q1 | $2.49M | Sell |
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|
2014
Q4 | $2.45M | Hold |
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|
2014
Q3 | $2.02M | Buy |
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|
2014
Q2 | $1.86M | Hold |
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|
2014
Q1 | $1.77M | Buy |
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|
2013
Q4 | $1.59M | Sell |
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|
2013
Q3 | $2.09M | Sell |
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|
2013
Q2 | $2.37M | Buy |
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