JP Morgan Chase’s Welltower Inc. WELL.PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $22M | Buy |
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|
2017
Q3 | $21.3M | Buy |
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|
2017
Q2 | $17.9M | Buy |
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|
2017
Q1 | $9.85M | Buy |
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|
2016
Q4 | $8.69M | Sell |
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|
2016
Q3 | $9.83M | Buy |
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|
2016
Q2 | $9.62M | Buy |
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|
2016
Q1 | $8.27M | Hold |
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|
2015
Q4 | $8.1M | Hold |
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|
2015
Q3 | $8.09M | Hold |
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|
2015
Q2 | $7.92M | Sell |
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|
2015
Q1 | $9.32M | Sell |
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|
2014
Q4 | $10M | Sell |
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|
2014
Q3 | $20M | Buy |
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|
2014
Q2 | $18.1M | Sell |
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|
2014
Q1 | $42.4M | Buy |
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|
2013
Q4 | $36.8M | Sell |
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|
2013
Q3 | $59.1M | Buy |
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