Old Mutual Customised Solutions’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $1.69M | Hold |
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|
2018
Q1 | $1.46M | Buy |
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|
2017
Q4 | $1.51M | Buy |
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|
2017
Q3 | $1.18M | Buy |
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|
2017
Q2 | $986K | Hold |
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|
2017
Q1 | $933K | Buy |
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|
2016
Q4 | $810K | Buy |
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|
2016
Q3 | $650K | Sell |
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|
2016
Q2 | $701K | Hold |
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|
2016
Q1 | $638K | Buy |
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|
2015
Q4 | $483K | Hold |
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|
2015
Q3 | $481K | Buy |
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|
2015
Q2 | $361K | Hold |
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|
2015
Q1 | $425K | Buy |
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|
2014
Q4 | $136K | Buy |
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|
2014
Q3 | $87K | Sell |
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|
2014
Q2 | $157K | Hold |
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|
2014
Q1 | $149K | Hold |
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|
2013
Q4 | $134K | Buy |
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|
2013
Q3 | $119K | Hold |
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|
2013
Q2 | $127K | Buy |
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