WFG Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $242K | Sell |
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|
2017
Q1 | $406K | Buy |
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|
2016
Q4 | $365K | Buy |
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|
2016
Q3 | $315K | Buy |
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|
2016
Q2 | $306K | Sell |
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|
2016
Q1 | $321K | Sell |
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|
2015
Q4 | $334K | Sell |
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|
2015
Q3 | $357K | Sell |
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|
2015
Q2 | $348K | Buy |
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|
2015
Q1 | $398K | Sell |
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|
2014
Q4 | $423K | Buy |
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|
2014
Q3 | $269K | Sell |
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|
2014
Q2 | $364K | Buy |
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|
2014
Q1 | $338K | Sell |
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|
2013
Q4 | $343K | Sell |
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|
2013
Q3 | $456K | Sell |
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|
2013
Q2 | $496K | Buy |
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