Waddell & Reed Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $126M | Buy |
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|
2020
Q4 | $108M | Sell |
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|
2020
Q3 | $95.9M | Buy |
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|
2020
Q2 | $72.5M | Buy |
|
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|
2020
Q1 | $55.6M | Buy |
|
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|
2019
Q4 | $44.8M | Buy |
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|
2019
Q3 | $43.1M | Sell |
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|
2019
Q2 | $47.8M | Sell |
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|
2019
Q1 | $49.4M | Sell |
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|
2018
Q4 | $54.8M | Buy |
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|
2018
Q3 | $40.9M | Sell |
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|
2018
Q2 | $59.6M | Sell |
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|
2018
Q1 | $54.7M | Buy |
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|
2017
Q4 | $52.5M | Buy |
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|
2017
Q3 | $33.6M | Buy |
|