Monroe Bank & Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $229K | Hold |
|
|||||
|
2019
Q1 | $218K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $187K | Sell |
|
|||||
|
2018
Q1 | $183K | Buy |
|
|||||
|
2017
Q4 | $211K | Hold |
|
|||||
|
2017
Q3 | $233K | Buy |
|
|||||
|
2017
Q2 | $235K | Hold |
|
|||||
|
2017
Q1 | $222K | Hold |
|
|||||
|
2016
Q4 | $210K | Hold |
|
|||||
|
2016
Q3 | $215K | Buy |
|
|||||
|
2016
Q2 | $235K | Hold |
|
|||||
|
2016
Q1 | $214K | Sell |
|
|||||
|
2015
Q4 | $250K | Hold |
|
|||||
|
2015
Q3 | $248K | Hold |
|
|||||
|
2015
Q2 | $241K | Hold |
|
|||||
|
2015
Q1 | $284K | Sell |
|
|||||
|
2014
Q4 | $411K | Buy |
|
|||||
|
2014
Q3 | $262K | Sell |
|
|||||
|
2014
Q2 | $383K | Sell |
|
|||||
|
2014
Q1 | $464K | Sell |
|
|||||
|
2013
Q4 | $441K | Sell |
|
|||||
|
2013
Q3 | $805K | Sell |
|
|||||
|
2013
Q2 | $1.6M | Buy |
|