Gerald L. Ray & 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
Q3 | $684K | Hold |
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|
2017
Q2 | $728K | Hold |
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|
2017
Q1 | $689K | Hold |
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|
2016
Q4 | $651K | Sell |
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|
2016
Q3 | $841K | Sell |
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|
2016
Q2 | $880K | Sell |
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|
2016
Q1 | $802K | Sell |
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|
2015
Q4 | $833K | Buy |
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|
2015
Q3 | $796K | Hold |
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|
2015
Q2 | $771K | Hold |
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|
2015
Q1 | $909K | Buy |
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|
2014
Q4 | $601K | Hold |
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|
2014
Q3 | $496K | Sell |
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|
2014
Q2 | $529K | Hold |
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|
2014
Q1 | $504K | Hold |
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|
2013
Q4 | $453K | Sell |
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|
2013
Q3 | $562K | Buy |
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|
2013
Q2 | $596K | Buy |
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