Piedmont Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $620K | Buy |
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|
2019
Q3 | $572K | Buy |
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|
2019
Q2 | $490K | Sell |
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|
2019
Q1 | $483K | Buy |
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|
2018
Q4 | $388K | Buy |
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|
2018
Q3 | $249K | Sell |
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|
2018
Q2 | $273K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $68.3K | Buy |
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|
2016
Q3 | $149 | Hold |
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|
2016
Q2 | $152 | Buy |
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