Morgan Stanley’s Welltower Inc. WELL.PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,810
| Closed | -$110K | – | 6803 |
|
|
2017
Q4 | $110K | Buy |
1,810
+610
| +51% | +$37.1K | ﹤0.01% | 5612 |
|
|
2017
Q3 | $77K | Sell |
1,200
-37
| -3% | -$2.37K | ﹤0.01% | 5647 |
|
|
2017
Q2 | $82K | Hold |
1,237
| – | – | ﹤0.01% | 5711 |
|
|
2017
Q1 | $78K | Hold |
1,237
| – | – | ﹤0.01% | 5695 |
|
|
2016
Q4 | $75K | Buy |
1,237
+500
| +68% | +$30.3K | ﹤0.01% | 5655 |
|
|
2016
Q3 | $49K | Sell |
737
-213
| -22% | -$14.2K | ﹤0.01% | 5605 |
|
|
2016
Q2 | $63K | Buy |
950
+43
| +5% | +$2.85K | ﹤0.01% | 5445 |
|
|
2016
Q1 | $55K | Sell |
907
-2,613
| -74% | -$158K | ﹤0.01% | 5582 |
|
|
2015
Q4 | $214K | Buy |
+3,520
| New | +$214K | ﹤0.01% | 5054 |
|