GBM
WELL.PRI
Grace Brothers Management’s Welltower Inc. WELL.PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-42,500
| Closed | -$2.36M | – | 47 |
|
|
2014
Q1 | $2.36M | Hold |
42,500
| – | – | 2.2% | 14 |
|
|
2013
Q4 | $2.18M | Hold |
42,500
| – | – | 1.82% | 18 |
|
|
2013
Q3 | $2.45M | Hold |
42,500
| – | – | 2.08% | 20 |
|
|
2013
Q2 | $2.64M | Buy |
+42,500
| New | +$2.64M | 2.27% | 15 |
|