Kanaly Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $1.26M | Buy |
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|
2016
Q2 | $1.25M | Buy |
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|
2016
Q1 | $1.09M | Buy |
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|
2015
Q4 | $1.04M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $977K | Buy |
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|
2015
Q1 | $1.13M | Buy |
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|
2014
Q4 | $1.1M | Buy |
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|
2014
Q3 | $897K | Buy |
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|
2014
Q2 | $877K | Buy |
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|
2014
Q1 | $809K | Sell |
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|
2013
Q4 | $730K | Buy |
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