Thompson Davis & Co’s Welltower Inc. WELL.PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-55
| Closed | -$3K | – | 1203 |
|
|
2017
Q3 | $3K | Hold |
55
| – | – | 0.01% | 970 |
|
|
2017
Q2 | $4K | Hold |
55
| – | – | 0.01% | 907 |
|
|
2017
Q1 | $3K | Buy |
55
+20
| +57% | +$1.09K | ﹤0.01% | 1028 |
|
|
2016
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1056 |
|
|
2016
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1034 |
|
|
2016
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 990 |
|
|
2016
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 977 |
|
|
2015
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1048 |
|
|
2015
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1049 |
|
|
2015
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 1109 |
|
|
2015
Q1 | $2K | Sell |
35
-120
| -77% | -$6.86K | ﹤0.01% | 1107 |
|
|
2014
Q4 | $10K | Buy |
155
+35
| +29% | +$2.26K | 0.01% | 750 |
|
|
2014
Q3 | $7K | Buy |
+120
| New | +$7K | 0.01% | 816 |
|