UBS Group’s Welltower Inc. WELL.PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-693
| Closed | -$41K | – | 7244 |
|
|
2017
Q4 | $41K | Buy |
693
+30
| +5% | +$1.78K | ﹤0.01% | 5061 |
|
|
2017
Q3 | $42K | Sell |
663
-44
| -6% | -$2.79K | ﹤0.01% | 5037 |
|
|
2017
Q2 | $47K | Buy |
707
+17
| +2% | +$1.13K | ﹤0.01% | 4783 |
|
|
2017
Q1 | $44K | Buy |
690
+27
| +4% | +$1.72K | ﹤0.01% | 4716 |
|
|
2016
Q4 | $40K | Sell |
663
-599
| -47% | -$36.1K | ﹤0.01% | 5086 |
|
|
2016
Q3 | $84K | Buy |
1,262
+1,076
| +578% | +$71.6K | ﹤0.01% | 4247 |
|
|
2016
Q2 | $13K | Buy |
186
+86
| +86% | +$6.01K | ﹤0.01% | 5759 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 6097 |
|
|
2015
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 6287 |
|
|
2015
Q3 | $6K | Sell |
100
-1,236
| -93% | -$74.2K | ﹤0.01% | 6223 |
|
|
2015
Q2 | $79K | Sell |
1,336
-1,232
| -48% | -$72.9K | ﹤0.01% | 4459 |
|
|
2015
Q1 | $173K | Buy |
2,568
+1,236
| +93% | +$83.3K | ﹤0.01% | 3877 |
|
|
2014
Q4 | $88K | Buy |
+1,332
| New | +$88K | ﹤0.01% | 4315 |
|