Laffer Tengler Investments’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
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2018
Q4 | $2.21M | Sell |
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2018
Q3 | $2.17M | Buy |
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2018
Q2 | $2.09M | Sell |
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2018
Q1 | $2.12M | Buy |
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2017
Q4 | $2.16M | Buy |
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2017
Q3 | $2.25M | Sell |
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2017
Q2 | $2.36M | Sell |
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2017
Q1 | $2.25M | Buy |
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2016
Q4 | $1.84M | Buy |
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2016
Q3 | $1.86M | Buy |
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2016
Q2 | $1.87M | Sell |
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2016
Q1 | $1.74M | Buy |
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2015
Q4 | – | Hold |
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2015
Q3 | – | Sell |
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2015
Q2 | $1.62M | Sell |
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2015
Q1 | $2.01M | Buy |
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2014
Q4 | – | Sell |
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2014
Q3 | $1.71M | Buy |
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2014
Q2 | $1.66M | Buy |
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2014
Q1 | $1.59M | Buy |
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2013
Q4 | $1.42M | Buy |
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2013
Q3 | – | Sell |
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2013
Q2 | $1.75M | Buy |
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