Osborn Williams & Donohoe’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $178K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $209K | Sell |
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|
2017
Q3 | $234K | Sell |
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|
2017
Q2 | $256K | Sell |
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|
2017
Q1 | $271K | Hold |
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|
2016
Q4 | $256K | Sell |
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|
2016
Q3 | $297K | Hold |
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|
2016
Q2 | $303K | Hold |
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|
2016
Q1 | $276K | Sell |
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|
2015
Q4 | $299K | Hold |
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|
2015
Q3 | $298K | Sell |
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|
2015
Q2 | $305K | Sell |
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|
2015
Q1 | $352K | Hold |
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|
2014
Q4 | $344K | Hold |
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|
2014
Q3 | $284K | Sell |
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|
2014
Q2 | $305K | Sell |
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|
2014
Q1 | $298K | Sell |
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|
2013
Q4 | $332K | Sell |
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|
2013
Q3 | $403K | Hold |
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|
2013
Q2 | $433K | Buy |
|