Wealthfront’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.65M | Buy |
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|
2018
Q2 | $1.51M | Sell |
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|
2018
Q1 | $1.48M | Buy |
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|
2017
Q4 | $1.4M | Buy |
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|
2017
Q3 | $984K | Buy |
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|
2017
Q2 | $624K | Buy |
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|
2017
Q1 | $427K | Buy |
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|
2016
Q4 | $243K | Sell |
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|
2016
Q3 | $276K | Buy |
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|
2016
Q2 | $207K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $275K | Buy |
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|
2015
Q2 | $228K | Sell |
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|
2015
Q1 | $304K | Buy |
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|
2014
Q4 | $204K | Buy |
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|
2014
Q3 | $140K | Buy |
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|
2014
Q2 | $99K | Buy |
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|
2014
Q1 | $62K | Buy |
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