ZIM
Zacks Investment Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-117,614
| Closed | -$8.79M | – | 742 |
|
|
2016
Q3 | $8.79M | Buy |
117,614
+2,205
| +2% | +$165K | 0.25% | 100 |
|
|
2016
Q2 | $8.79M | Sell |
115,409
-1,023
| -0.9% | -$77.9K | 0.27% | 100 |
|
|
2016
Q1 | $8.07M | Buy |
116,432
+5,363
| +5% | +$372K | 0.26% | 102 |
|
|
2015
Q4 | $7.56M | Sell |
111,069
-1,866
| -2% | -$127K | 0.25% | 112 |
|
|
2015
Q3 | $7.65M | Sell |
112,935
-1,053
| -0.9% | -$71.3K | 0.27% | 105 |
|
|
2015
Q2 | $7.48M | Sell |
113,988
-25,686
| -18% | -$1.69M | 0.24% | 112 |
|
|
2015
Q1 | $10.8M | Sell |
139,674
-6,411
| -4% | -$496K | 0.34% | 93 |
|
|
2014
Q4 | $11.1M | Buy |
146,085
+50,799
| +53% | +$3.84M | 0.36% | 90 |
|
|
2014
Q3 | $5.95M | Sell |
95,286
-6,983
| -7% | -$436K | 0.21% | 125 |
|
|
2014
Q2 | $6.43M | Buy |
+102,269
| New | +$6.43M | 0.23% | 126 |
|