MSI Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.23M | Sell |
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|
2016
Q3 | $1.52M | Sell |
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|
2016
Q2 | $2.27M | Buy |
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|
2016
Q1 | $2.06M | Buy |
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|
2015
Q4 | $1.51M | Buy |
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|
2015
Q3 | $440K | Buy |
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|
2015
Q2 | $317K | Buy |
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|
2015
Q1 | $358K | Buy |
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|
2014
Q4 | $260K | Buy |
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|
2014
Q3 | $70K | Buy |
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|
2014
Q2 | $20K | Sell |
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|
2014
Q1 | $124K | Sell |
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|
2013
Q4 | $138K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $128K | Buy |
|