United Fire Group’s Welltower Inc. WELL.PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-20,000
| Closed | -$1.12M | – | 115 |
|
|
2018
Q1 | $1.12M | Buy |
20,000
+6,000
| +43% | +$335K | 0.4% | 41 |
|
|
2017
Q4 | $838K | Hold |
14,000
| – | – | 0.27% | 48 |
|
|
2017
Q3 | $888K | Hold |
14,000
| – | – | 0.3% | 45 |
|
|
2017
Q2 | $928K | Hold |
14,000
| – | – | 0.33% | 43 |
|
|
2017
Q1 | $884K | Buy |
14,000
+2,500
| +22% | +$158K | 0.32% | 43 |
|
|
2016
Q4 | $692K | Buy |
+11,500
| New | +$692K | 0.26% | 50 |
|