MWR
McAdams Wright Ragen’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $14.5M | Buy |
232,068
+14,867
| +7% | +$927K | 0.81% | 34 |
|
|
2014
Q2 | $13.6M | Buy |
217,201
+16,784
| +8% | +$1.05M | 0.76% | 37 |
|
|
2014
Q1 | $11.9M | Buy |
200,417
+107,521
| +116% | +$6.41M | 0.74% | 36 |
|
|
2013
Q4 | $4.98M | Buy |
+92,896
| New | +$4.98M | 0.33% | 82 |
|
|
2013
Q3 | – | Sell |
-72,216
| Closed | -$4.84M | – | 361 |
|
|
2013
Q2 | $4.84M | Buy |
+72,216
| New | +$4.84M | 0.39% | 77 |
|