Williams Jones & Associates’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $2.25M | Buy |
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|
2019
Q1 | $1.9M | Sell |
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|
2018
Q4 | $1.74M | Sell |
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|
2018
Q3 | $1.77M | Sell |
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|
2018
Q2 | $4.87M | Sell |
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|
2018
Q1 | $4.68M | Sell |
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|
2017
Q4 | $7.53M | Sell |
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|
2017
Q3 | $10.1M | Buy |
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|
2017
Q2 | $10.7M | Buy |
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|
2017
Q1 | $9.87M | Sell |
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|
2016
Q4 | $9.34M | Buy |
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|
2016
Q3 | $9.12M | Sell |
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|
2016
Q2 | $11.4M | Buy |
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|
2016
Q1 | $10.2M | Buy |
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|
2015
Q4 | $6.94M | Sell |
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|
2015
Q3 | $7.25M | Sell |
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|
2015
Q2 | $8.18M | Buy |
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|
2015
Q1 | $3.4M | Buy |
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