Griffin Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,531
| Closed | -$619K | – | 206 |
|
|
2020
Q1 | $619K | Buy |
13,531
+4,119
| +44% | +$188K | 0.12% | 125 |
|
|
2019
Q4 | $770K | Buy |
9,412
+14
| +0.1% | +$1.15K | 0.11% | 137 |
|
|
2019
Q3 | $852K | Buy |
9,398
+314
| +3% | +$28.5K | 0.13% | 130 |
|
|
2019
Q2 | $741K | Buy |
9,084
+381
| +4% | +$31.1K | 0.09% | 163 |
|
|
2019
Q1 | $675K | Buy |
8,703
+7
| +0.1% | +$543 | 0.1% | 161 |
|
|
2018
Q4 | $604K | Buy |
8,696
+857
| +11% | +$59.5K | 0.1% | 154 |
|
|
2018
Q3 | $504K | Buy |
+7,839
| New | +$504K | 0.07% | 179 |
|