Raymond James Financial Services Advisors’s Welltower Inc. WELL.PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,643
| Closed | -$218K | – | 2748 |
|
|
2017
Q4 | $218K | Buy |
3,643
+250
| +7% | +$15K | ﹤0.01% | 2196 |
|
|
2017
Q3 | $215K | Hold |
3,393
| – | – | ﹤0.01% | 2234 |
|
|
2017
Q2 | $225K | Hold |
3,393
| – | – | ﹤0.01% | 2146 |
|
|
2017
Q1 | $214K | Sell |
3,393
-130
| -4% | -$8.2K | ﹤0.01% | 2096 |
|
|
2016
Q4 | $212K | Hold |
3,523
| – | – | ﹤0.01% | 2027 |
|
|
2016
Q3 | $234K | Sell |
3,523
-100
| -3% | -$6.64K | ﹤0.01% | 1945 |
|
|
2016
Q2 | $246K | Hold |
3,623
| – | – | ﹤0.01% | 1846 |
|
|
2016
Q1 | $225K | Buy |
+3,623
| New | +$225K | ﹤0.01% | 1694 |
|