Ladenburg Thalmann Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $10.5M | Buy |
131,007
+327
| +0.3% | +$26.1K | 0.07% | 289 |
|
|
2019
Q3 | $11.8M | Sell |
130,680
-19,373
| -13% | -$1.76M | 0.08% | 240 |
|
|
2019
Q2 | $12.3M | Buy |
150,053
+24,522
| +20% | +$2M | 0.09% | 226 |
|
|
2019
Q1 | $9.74M | Sell |
125,531
-2,170
| -2% | -$168K | 0.07% | 246 |
|
|
2018
Q4 | $8.85M | Buy |
127,701
+12,994
| +11% | +$900K | 0.08% | 230 |
|
|
2018
Q3 | $7.36M | Buy |
114,707
+3,315
| +3% | +$213K | 0.06% | 270 |
|
|
2018
Q2 | $6.06M | Hold |
111,392
| – | – | 0.06% | 313 |
|
|
2018
Q1 | $6.06M | Sell |
111,392
-1,420
| -1% | -$77.3K | 0.06% | 313 |
|
|
2017
Q4 | $7.19M | Sell |
112,812
-99
| -0.1% | -$6.31K | 0.07% | 271 |
|
|
2017
Q3 | $7.93M | Buy |
112,911
+9,595
| +9% | +$674K | 0.09% | 218 |
|
|
2017
Q2 | $7.71M | Sell |
103,316
-2,594
| -2% | -$193K | 0.09% | 208 |
|
|
2017
Q1 | $7.45M | Buy |
105,910
+820
| +0.8% | +$57.7K | 0.09% | 201 |
|
|
2016
Q4 | $6.99M | Buy |
105,090
+3,483
| +3% | +$232K | 0.1% | 195 |
|
|
2016
Q3 | $7.62M | Buy |
101,607
+3,572
| +4% | +$268K | 0.11% | 178 |
|
|
2016
Q2 | $7.38M | Buy |
98,035
+7,161
| +8% | +$539K | 0.12% | 174 |
|
|
2016
Q1 | $6.23M | Buy |
90,874
+8,426
| +10% | +$578K | 0.11% | 189 |
|
|
2015
Q4 | $5.55M | Buy |
82,448
+34,631
| +72% | +$2.33M | 0.1% | 190 |
|
|
2015
Q3 | $3.24M | Sell |
47,817
-12,716
| -21% | -$861K | 0.07% | 279 |
|
|
2015
Q2 | $3.97M | Buy |
60,533
+2,496
| +4% | +$164K | 0.07% | 261 |
|
|
2015
Q1 | $4.49M | Buy |
58,037
+1,676
| +3% | +$130K | 0.09% | 227 |
|
|
2014
Q4 | $4.26M | Buy |
56,361
+33,827
| +150% | +$2.55M | 0.09% | 202 |
|
|
2014
Q3 | $1.42M | Sell |
22,534
-2,126
| -9% | -$134K | 0.04% | 391 |
|
|
2014
Q2 | $1.55M | Buy |
24,660
+1,407
| +6% | +$88.3K | 0.04% | 367 |
|
|
2014
Q1 | $1.39M | Buy |
23,253
+2,765
| +13% | +$165K | 0.04% | 359 |
|
|
2013
Q4 | $1.1M | Sell |
20,488
-1,661
| -7% | -$88.9K | 0.03% | 417 |
|
|
2013
Q3 | $1.38M | Sell |
22,149
-2,859
| -11% | -$178K | 0.05% | 314 |
|
|
2013
Q2 | $1.68M | Buy |
+25,008
| New | +$1.68M | 0.06% | 253 |
|