Gideon Capital Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.87M | Sell |
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|
2019
Q3 | $2.52M | Buy |
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|
2019
Q2 | $332K | Sell |
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|
2019
Q1 | $4.43M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $701K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $311K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $849K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $974K | Buy |
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|
2015
Q1 | $1.14M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.25M | Sell |
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|
2014
Q2 | $3.84M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.58M | Buy |
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