Peoples Financial Services Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-111
| Closed | -$5K | – | 327 |
|
2020
Q1 | $5K | Hold |
111
| – | – | ﹤0.01% | 257 |
|
2019
Q4 | $9K | Hold |
111
| – | – | ﹤0.01% | 236 |
|
2019
Q3 | $10K | Hold |
111
| – | – | 0.01% | 239 |
|
2019
Q2 | $9K | Hold |
111
| – | – | ﹤0.01% | 245 |
|
2019
Q1 | $9K | Hold |
111
| – | – | ﹤0.01% | 237 |
|
2018
Q4 | $8K | Hold |
111
| – | – | ﹤0.01% | 238 |
|
2018
Q3 | $7K | Hold |
111
| – | – | ﹤0.01% | 269 |
|
2018
Q2 | $7K | Hold |
111
| – | – | ﹤0.01% | 255 |
|
2018
Q1 | $6K | Hold |
111
| – | – | ﹤0.01% | 269 |
|
2017
Q4 | $7K | Hold |
111
| – | – | ﹤0.01% | 259 |
|
2017
Q3 | $8K | Hold |
111
| – | – | ﹤0.01% | 239 |
|
2017
Q2 | $8K | Hold |
111
| – | – | ﹤0.01% | 239 |
|
2017
Q1 | $8K | Buy |
+111
| New | +$8K | ﹤0.01% | 239 |
|
2016
Q4 | – | Sell |
-111
| Closed | -$8K | – | 334 |
|
2016
Q3 | $8K | Buy |
+111
| New | +$8K | 0.01% | 227 |
|