QAM
Quantres Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,400
| Closed | -$663K | – | 238 |
|
|
2017
Q4 | $663K | Buy |
10,400
+2,000
| +24% | +$128K | 0.42% | 86 |
|
|
2017
Q3 | $590K | Buy |
+8,400
| New | +$590K | 0.38% | 92 |
|
|
2015
Q1 | – | Sell |
-12,500
| Closed | -$946K | – | 195 |
|
|
2014
Q4 | $946K | Buy |
12,500
+7,400
| +145% | +$560K | 0.92% | 30 |
|
|
2014
Q3 | $318K | Buy |
+5,100
| New | +$318K | 0.32% | 81 |
|