TSW
Thompson Siegel & Walmsley’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-32
| Closed | -$3K | – | 636 |
|
|
2022
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 590 |
|
|
2017
Q4 | – | Sell |
-31
| Closed | -$2K | – | 882 |
|
|
2017
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 817 |
|
|
2017
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 795 |
|
|
2017
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 789 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$19K | – | 721 |
|
|
2014
Q3 | $19K | Buy |
+300
| New | +$19K | ﹤0.01% | 562 |
|