SAM
WELL.PRI
Symphony Asset Management’s Welltower Inc. WELL.PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,496
| Closed | -$211K | – | 452 |
|
|
2016
Q4 | $211K | Hold |
3,496
| – | – | 0.02% | 381 |
|
|
2016
Q3 | $234K | Hold |
3,496
| – | – | 0.02% | 369 |
|
|
2016
Q2 | $238K | Hold |
3,496
| – | – | 0.03% | 324 |
|
|
2016
Q1 | $217K | Buy |
+3,496
| New | +$217K | 0.02% | 355 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 401 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 414 |
|