Rampart 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $157K | Sell |
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|
2020
Q1 | $166K | Sell |
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|
2019
Q4 | $3.1M | Buy |
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|
2019
Q3 | $3.16M | Sell |
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|
2019
Q2 | $3.33M | Sell |
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|
2019
Q1 | $3.36M | Buy |
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|
2018
Q4 | $270K | Sell |
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|
2018
Q3 | $266K | Sell |
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|
2018
Q2 | $1.81M | Buy |
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|
2018
Q1 | $216K | Sell |
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|
2017
Q4 | $286K | Sell |
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|
2017
Q3 | $354K | Buy |
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|
2017
Q2 | $321K | Buy |
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|
2017
Q1 | $71K | Buy |
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