BRWA
B. Riley Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
+2,808
| New | +$432K | 0.02% | 570 |
|
|
2024
Q4 | $2.88M | Sell |
22,869
-4,257
| -16% | -$537K | 0.09% | 211 |
|
|
2024
Q3 | $3.45M | Sell |
27,126
-3,695
| -12% | -$470K | 0.1% | 208 |
|
|
2024
Q2 | $3.21M | Sell |
30,821
-3,618
| -11% | -$377K | 0.08% | 229 |
|
|
2024
Q1 | $2.82M | Buy |
34,439
+1,798
| +6% | +$147K | 0.08% | 253 |
|
|
2023
Q4 | $2.94M | Sell |
32,641
-1,798
| -5% | -$162K | 0.08% | 261 |
|
|
2023
Q3 | $2.82M | Buy |
34,439
+63
| +0.2% | +$5.16K | 0.08% | 253 |
|
|
2023
Q2 | $2.78M | Sell |
34,376
-6,563
| -16% | -$531K | 0.06% | 289 |
|
|
2023
Q1 | $2.93M | Buy |
40,939
+6,518
| +19% | +$467K | 0.08% | 253 |
|
|
2022
Q4 | $2.26M | Sell |
34,421
-500
| -1% | -$32.8K | 0.06% | 310 |
|
|
2022
Q3 | $2.25M | Buy |
+34,921
| New | +$2.25M | 0.07% | 284 |
|
|
2022
Q2 | – | Sell |
-2,569
| Closed | -$247K | – | 1398 |
|
|
2022
Q1 | $247K | Sell |
2,569
-541
| -17% | -$52K | 0.01% | 1105 |
|
|
2021
Q4 | $267K | Buy |
3,110
+161
| +5% | +$13.8K | 0.01% | 1135 |
|
|
2021
Q3 | $244K | Buy |
2,949
+29
| +1% | +$2.4K | 0.01% | 1152 |
|
|
2021
Q2 | $243K | Buy |
2,920
+13
| +0.4% | +$1.08K | 0.01% | 1133 |
|
|
2021
Q1 | $209K | Buy |
+2,907
| New | +$209K | 0.01% | 1174 |
|
|
2019
Q4 | – | Sell |
-3,077
| Closed | -$280K | – | 908 |
|
|
2019
Q3 | $280K | Buy |
3,077
+167
| +6% | +$15.2K | 0.03% | 610 |
|
|
2019
Q2 | $239K | Buy |
2,910
+258
| +10% | +$21.2K | 0.03% | 655 |
|
|
2019
Q1 | $208K | Sell |
2,652
-1,737
| -40% | -$136K | 0.03% | 645 |
|
|
2018
Q4 | $307K | Sell |
4,389
-966
| -18% | -$67.6K | 0.04% | 423 |
|
|
2018
Q3 | $347K | Buy |
5,355
+737
| +16% | +$47.8K | 0.04% | 450 |
|
|
2018
Q2 | $291K | Buy |
+4,618
| New | +$291K | 0.04% | 479 |
|
|
2018
Q1 | – | Sell |
-3,458
| Closed | -$222K | – | 721 |
|
|
2017
Q4 | $222K | Buy |
+3,458
| New | +$222K | 0.03% | 548 |
|
|
2017
Q2 | – | Sell |
-3,102
| Closed | -$221K | – | 557 |
|
|
2017
Q1 | $221K | Buy |
3,102
+7
| +0.2% | +$499 | 0.04% | 438 |
|
|
2016
Q4 | $209K | Sell |
3,095
-15,423
| -83% | -$1.04M | 0.04% | 452 |
|
|
2016
Q3 | $1.39M | Sell |
18,518
-949
| -5% | -$71.1K | 0.27% | 92 |
|
|
2016
Q2 | $1.49M | Buy |
19,467
+953
| +5% | +$72.7K | 0.3% | 79 |
|
|
2016
Q1 | $1.28M | Sell |
18,514
-1,293
| -7% | -$89.7K | 0.3% | 85 |
|
|
2015
Q4 | $1.35M | Sell |
19,807
-249
| -1% | -$17K | 0.27% | 97 |
|
|
2015
Q3 | $1.36M | Buy |
20,056
+1,859
| +10% | +$126K | 0.33% | 71 |
|
|
2015
Q2 | $1.2M | Sell |
18,197
-9,205
| -34% | -$605K | 0.3% | 84 |
|
|
2015
Q1 | $2.12M | Sell |
27,402
-1,441
| -5% | -$111K | 0.52% | 39 |
|
|
2014
Q4 | $8.5K | Buy |
28,843
+8,716
| +43% | +$2.57K | 0.18% | 121 |
|
|
2014
Q3 | $1.26M | Sell |
20,127
-23,915
| -54% | -$1.49M | 0.33% | 67 |
|
|
2014
Q2 | $1.37M | Buy |
44,042
+21,507
| +95% | +$668K | 0.32% | 55 |
|
|
2014
Q1 | $1.34M | Buy |
22,535
+710
| +3% | +$42.3K | 0.41% | 47 |
|
|
2013
Q4 | $1.17M | Buy |
21,825
+325
| +2% | +$17.4K | 0.37% | 59 |
|
|
2013
Q3 | $1.34M | Sell |
21,500
-756
| -3% | -$47.2K | 0.46% | 47 |
|
|
2013
Q2 | $1.49M | Buy |
+22,256
| New | +$1.49M | 0.51% | 35 |
|