MIM
Macroview Investment Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-55
| Closed | -$4K | – | 397 |
|
|
2018
Q4 | $4K | Hold |
55
| – | – | 0.01% | 180 |
|
|
2018
Q3 | $4K | Hold |
55
| – | – | 0.01% | 206 |
|
|
2018
Q2 | $3K | Buy |
55
+1
| +2% | +$55 | 0.01% | 219 |
|
|
2018
Q1 | $3K | Buy |
54
+1
| +2% | +$56 | 0.01% | 172 |
|
|
2017
Q4 | $3K | Buy |
53
+1
| +2% | +$57 | 0.01% | 111 |
|
|
2017
Q3 | $4K | Hold |
52
| – | – | 0.02% | 112 |
|
|
2017
Q2 | $4K | Buy |
52
+1
| +2% | +$77 | 0.02% | 154 |
|
|
2017
Q1 | $4K | Sell |
51
-89
| -64% | -$6.98K | 0.02% | 85 |
|
|
2016
Q4 | $9K | Buy |
140
+2
| +1% | +$129 | 0.05% | 69 |
|
|
2016
Q3 | $10K | Buy |
138
+2
| +1% | +$145 | 0.04% | 67 |
|
|
2016
Q2 | $10K | Buy |
136
+1
| +0.7% | +$74 | 0.04% | 57 |
|
|
2016
Q1 | $9K | Sell |
135
-863
| -86% | -$57.5K | 0.04% | 58 |
|
|
2015
Q4 | $68K | Sell |
998
-240
| -19% | -$16.4K | 0.22% | 35 |
|
|
2015
Q3 | $84K | Sell |
1,238
-560
| -31% | -$38K | 0.15% | 32 |
|
|
2015
Q2 | $118K | Buy |
1,798
+8
| +0.4% | +$525 | 0.13% | 32 |
|
|
2015
Q1 | $138K | Sell |
1,790
-376
| -17% | -$29K | 0.13% | 38 |
|
|
2014
Q4 | $164K | Buy |
+2,166
| New | +$164K | 0.17% | 38 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$5K | – | 305 |
|
|
2013
Q4 | $5K | Hold |
100
| – | – | 0.01% | 147 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | 0.01% | 146 |
|
|
2013
Q2 | $7K | Buy |
+100
| New | +$7K | 0.01% | 100 |
|