LIA
WELL.PRI
LS Investment Advisors’s Welltower Inc. WELL.PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,010
| Closed | -$138K | – | 1896 |
|
|
2017
Q4 | $138K | Hold |
2,010
| – | – | 0.01% | 1051 |
|
|
2017
Q3 | $146K | Hold |
2,010
| – | – | 0.01% | 1052 |
|
|
2017
Q2 | $150K | Sell |
2,010
-343
| -15% | -$25.6K | 0.01% | 1000 |
|
|
2017
Q1 | $167K | Buy |
2,353
+5
| +0.2% | +$355 | 0.01% | 924 |
|
|
2016
Q4 | $163K | Sell |
2,348
-254
| -10% | -$17.6K | 0.01% | 891 |
|
|
2016
Q3 | $195K | Sell |
2,602
-178
| -6% | -$13.3K | 0.01% | 775 |
|
|
2016
Q2 | $212K | Sell |
2,780
-252
| -8% | -$19.2K | 0.01% | 727 |
|
|
2016
Q1 | $210K | Buy |
3,032
+367
| +14% | +$25.4K | 0.02% | 627 |
|
|
2015
Q4 | $181K | Sell |
2,665
-253
| -9% | -$17.2K | 0.01% | 659 |
|
|
2015
Q3 | $198K | Buy |
+2,918
| New | +$198K | 0.02% | 620 |
|