Lehman Financial Resources’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.09M | Sell |
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|
2017
Q4 | $2.57M | Sell |
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|
2017
Q3 | $2.92M | Buy |
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|
2017
Q2 | $3.08M | Sell |
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|
2017
Q1 | $2.98M | Sell |
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|
2016
Q4 | $2.84M | Buy |
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|
2016
Q3 | $3.08M | Sell |
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|
2016
Q2 | $3.14M | Sell |
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|
2016
Q1 | $2.91M | Sell |
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|
2015
Q4 | $2.91M | Sell |
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|
2015
Q3 | $2.9M | Buy |
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|
2015
Q2 | $1K | Hold |
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|
2015
Q1 | $1K | Buy |
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|
2014
Q4 | $1K | Hold |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Buy |
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