Raymond James & Associates’s Welltower Inc. WELL.PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,500
| Closed | -$868K | – | 3479 |
|
|
2017
Q4 | $868K | Hold |
14,500
| – | – | ﹤0.01% | 2203 |
|
|
2017
Q3 | $920K | Hold |
14,500
| – | – | ﹤0.01% | 2145 |
|
|
2017
Q2 | $961K | Hold |
14,500
| – | – | ﹤0.01% | 2049 |
|
|
2017
Q1 | $915K | Buy |
14,500
+2,500
| +21% | +$158K | ﹤0.01% | 2022 |
|
|
2016
Q4 | $722K | Buy |
+12,000
| New | +$722K | ﹤0.01% | 2112 |
|