Garcia Hamilton & Associates’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $352K | Sell |
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|
2017
Q2 | $818K | Sell |
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|
2017
Q1 | $1.33M | Sell |
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|
2016
Q4 | $2.21M | Buy |
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|
2016
Q3 | $2.25M | Sell |
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|
2016
Q2 | $2.35M | Sell |
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|
2016
Q1 | $2.22M | Buy |
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|
2015
Q4 | $2.16M | Buy |
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|
2015
Q3 | $1.14M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.6M | Sell |
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|
2014
Q3 | $3.83M | Sell |
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|
2014
Q2 | $4.31M | Buy |
|