Genesee Valley Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $283K | Buy |
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|
2017
Q4 | $327K | Sell |
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|
2017
Q3 | $374K | Sell |
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|
2017
Q2 | $401K | Buy |
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|
2017
Q1 | $349 | Buy |
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|
2016
Q4 | $326 | Buy |
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|
2016
Q3 | $328K | Sell |
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|
2016
Q2 | $337K | Buy |
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|
2016
Q1 | $300K | Sell |
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|
2015
Q4 | $295K | Sell |
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|
2015
Q3 | $315K | Buy |
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|
2015
Q2 | $303K | Sell |
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|
2015
Q1 | $373K | Sell |
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|
2014
Q4 | $378K | Sell |
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|
2014
Q3 | $316K | Buy |
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|
2014
Q2 | $302K | Buy |
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|
2014
Q1 | $285K | Buy |
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|
2013
Q4 | $234K | Buy |
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|
2013
Q3 | $270K | Sell |
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|
2013
Q2 | $292K | Buy |
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