Jefferies Group’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 | $2.84M | Sell |
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|
2021
Q4 | $8.29M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $450K | Sell |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $390K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $8.37M | Buy |
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|
2017
Q3 | $5.47M | Sell |
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|
2017
Q2 | $5.85M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.46M | Buy |
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|
2016
Q3 | $1.32M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $333K | Sell |
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|
2015
Q3 | $7.77M | Buy |
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|
2015
Q2 | $3.58M | Buy |
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|
2015
Q1 | $1.49M | Sell |
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|
2014
Q4 | $1.55M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $397K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2.76M | Buy |
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|
2013
Q3 | $525K | Buy |
|