North American Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $5.09M | Buy |
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|
2020
Q4 | $4.31M | Buy |
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|
2020
Q3 | $3.65M | Buy |
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|
2020
Q2 | $3.28M | Buy |
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|
2020
Q1 | $2.71M | Sell |
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|
2019
Q4 | $5.01M | Buy |
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|
2019
Q3 | $5.35M | Buy |
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|
2019
Q2 | $4.77M | Sell |
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|
2019
Q1 | $5.23M | Buy |
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|
2018
Q4 | $4.54M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4.54M | Buy |
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|
2018
Q1 | $269K | Hold |
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|
2017
Q4 | $315K | Hold |
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|
2017
Q3 | $348K | Hold |
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|
2017
Q2 | $370K | Hold |
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|
2017
Q1 | $350K | Hold |
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|
2016
Q4 | $331K | Buy |
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|
2016
Q3 | $367K | Hold |
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|
2016
Q2 | $374K | Hold |
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|
2016
Q1 | $340K | Sell |
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|
2015
Q4 | $372K | Hold |
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|
2015
Q3 | $370K | Hold |
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|
2015
Q2 | $359K | Sell |
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|
2015
Q1 | $462K | Sell |
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|
2014
Q4 | $482K | Hold |
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|
2014
Q3 | $397K | Hold |
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|
2014
Q2 | $399K | Hold |
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|
2014
Q1 | $380K | Sell |
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|
2013
Q4 | $373K | Hold |
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|
2013
Q3 | $435K | Sell |
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|
2013
Q2 | $491K | Buy |
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