Shufro Rose & Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $363K | Hold |
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|
2019
Q3 | $402K | Hold |
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|
2019
Q2 | $362K | Sell |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $5.09M | Sell |
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|
2018
Q3 | $11.5M | Buy |
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|
2018
Q2 | $11.2M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4.9M | Buy |
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|
2017
Q3 | $2.57M | Hold |
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|
2017
Q2 | $2.74M | Sell |
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|
2017
Q1 | $3.92M | Buy |
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