Suncoast Equity Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $275K | Hold |
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|
2018
Q4 | $246K | Hold |
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|
2018
Q3 | $228K | Hold |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $205K | Sell |
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|
2017
Q4 | $255K | Sell |
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|
2017
Q3 | $297K | Sell |
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|
2017
Q2 | $337K | Buy |
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|
2017
Q1 | $255K | Sell |
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|
2016
Q4 | $338K | Hold |
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|
2016
Q3 | $378K | Sell |
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|
2016
Q2 | $457K | Buy |
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