Parasol Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $160K | Sell |
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|
2016
Q4 | $194K | Hold |
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|
2016
Q3 | $217K | Sell |
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|
2016
Q2 | $255K | Sell |
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|
2016
Q1 | $253K | Sell |
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|
2015
Q4 | $257K | Sell |
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|
2015
Q3 | $278K | Sell |
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|
2015
Q2 | $379K | Hold |
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|
2015
Q1 | $447K | Sell |
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|
2014
Q4 | $438K | Buy |
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|
2014
Q3 | $317K | Buy |
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|
2014
Q2 | $291K | Buy |
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