Israel Discount Bank of New York’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-390
| Closed | -$30K | – | 363 |
|
|
2019
Q1 | $30K | Sell |
390
-10
| -3% | -$769 | 0.02% | 287 |
|
|
2018
Q4 | $28K | Buy |
400
+100
| +33% | +$7K | 0.02% | 280 |
|
|
2018
Q3 | $19K | Sell |
300
-900
| -75% | -$57K | 0.01% | 352 |
|
|
2018
Q2 | $75K | Hold |
1,200
| – | – | 0.05% | 182 |
|
|
2018
Q1 | $65K | Hold |
1,200
| – | – | 0.04% | 214 |
|
|
2017
Q4 | $77K | Buy |
1,200
+100
| +9% | +$6.42K | 0.05% | 176 |
|
|
2017
Q3 | $77K | Hold |
1,100
| – | – | 0.06% | 181 |
|
|
2017
Q2 | $82K | Sell |
1,100
-25
| -2% | -$1.86K | 0.07% | 168 |
|
|
2017
Q1 | $80K | Buy |
1,125
+225
| +25% | +$16K | 0.07% | 161 |
|
|
2016
Q4 | $60K | Buy |
+900
| New | +$60K | 0.05% | 232 |
|