IBM Retirement Fund’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $663K | Sell |
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|
2021
Q4 | $603K | Sell |
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|
2021
Q3 | $973K | Buy |
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|
2021
Q2 | $978K | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $749K | Buy |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $442K | Buy |
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|
2019
Q4 | $490K | Sell |
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|
2019
Q3 | $564K | Sell |
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|
2019
Q2 | $513K | Buy |
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|
2019
Q1 | $444K | Buy |
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|
2018
Q4 | $391K | Sell |
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|
2018
Q3 | $393K | Sell |
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|
2018
Q2 | $447K | Sell |
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|
2018
Q1 | $445K | Sell |
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|
2017
Q4 | $629K | Hold |
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|
2017
Q3 | $692K | Hold |
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|
2017
Q2 | $750K | Buy |
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|
2017
Q1 | $377K | Sell |
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|
2016
Q4 | $2.36M | Sell |
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|
2016
Q3 | $2.52M | Sell |
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|
2016
Q2 | $3.68M | Buy |
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|
2016
Q1 | $3.24M | Sell |
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|
2015
Q4 | $5.79M | Sell |
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|
2015
Q3 | $5.89M | Sell |
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|
2015
Q2 | $5.62M | Buy |
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|
2015
Q1 | $5.87M | Buy |
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|
2014
Q4 | $5.73M | Buy |
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|
2014
Q3 | $4.5M | Sell |
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|
2014
Q2 | $4.75M | Buy |
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|
2014
Q1 | $4.38M | Sell |
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|
2013
Q4 | $6.11M | Sell |
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|
2013
Q3 | $7.41M | Sell |
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|
2013
Q2 | $9.04M | Buy |
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