Independent Order of Foresters’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.41M | Buy |
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|
2017
Q4 | $3.35M | Sell |
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|
2017
Q3 | $3.77M | Hold |
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|
2017
Q2 | $4.01M | Sell |
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|
2017
Q1 | $4.36M | Buy |
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|
2016
Q4 | $3.92M | Buy |
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|
2016
Q3 | $1.25M | Sell |
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|
2016
Q2 | $1.48M | Sell |
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|
2016
Q1 | $1.83M | Sell |
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|
2015
Q4 | $1.94M | Sell |
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|
2015
Q3 | $2.12M | Hold |
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|
2015
Q2 | $2.05M | Buy |
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|
2015
Q1 | $1.3M | Hold |
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|
2014
Q4 | $1.27M | Buy |
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|
2014
Q3 | $828K | Hold |
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|
2014
Q2 | $832K | Sell |
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|
2014
Q1 | $1.03M | Hold |
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|
2013
Q4 | $926K | Hold |
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|
2013
Q3 | $1.08M | Buy |
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|
2013
Q2 | $1.08M | Buy |
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