LFR
Lehman Financial Resources’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-38,480
| Closed | -$2.09M | – | 88 |
|
|
2018
Q1 | $2.09M | Sell |
38,480
-1,843
| -5% | -$100K | 1.07% | 24 |
|
|
2017
Q4 | $2.57M | Sell |
40,323
-1,165
| -3% | -$74.3K | 1.34% | 21 |
|
|
2017
Q3 | $2.92M | Buy |
41,488
+145
| +0.4% | +$10.2K | 1.48% | 25 |
|
|
2017
Q2 | $3.08M | Sell |
41,343
-795
| -2% | -$59.2K | 1.73% | 21 |
|
|
2017
Q1 | $2.98M | Sell |
42,138
-235
| -0.6% | -$16.6K | 1.65% | 22 |
|
|
2016
Q4 | $2.84M | Buy |
42,373
+1,206
| +3% | +$80.7K | 1.62% | 21 |
|
|
2016
Q3 | $3.08M | Sell |
41,167
-96
| -0.2% | -$7.18K | 1.78% | 21 |
|
|
2016
Q2 | $3.14M | Sell |
41,263
-695
| -2% | -$52.9K | 1.58% | 19 |
|
|
2016
Q1 | $2.91M | Sell |
41,958
-795
| -2% | -$55.1K | 1.55% | 19 |
|
|
2015
Q4 | $2.91M | Sell |
42,753
-94
| -0.2% | -$6.39K | 1.57% | 18 |
|
|
2015
Q3 | $2.9M | Buy |
42,847
+42,829
| +237,939% | +$2.9M | 1.48% | 17 |
|
|
2015
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 412 |
|
|
2015
Q1 | $1K | Buy |
18
+1
| +6% | +$56 | ﹤0.01% | 409 |
|
|
2014
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 388 |
|
|
2014
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 410 |
|
|
2014
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 387 |
|
|
2014
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 395 |
|