B. Riley Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.05K | Sell |
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|
2022
Q1 | $6.22M | Sell |
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|
2021
Q4 | $5.92M | Sell |
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|
2021
Q3 | $6.11M | Sell |
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|
2021
Q2 | $6.28M | Sell |
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|
2021
Q1 | $5.56M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4.23M | Sell |
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|
2020
Q2 | $4.1M | Buy |
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|
2020
Q1 | $3.45M | Buy |
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|
2019
Q4 | $321K | Buy |
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|
2019
Q3 | $349K | Buy |
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|
2019
Q2 | $303 | Buy |
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|
2019
Q1 | $277K | Sell |
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|
2018
Q4 | $267K | Buy |
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|
2018
Q3 | $243K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $2K | Hold |
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|
2014
Q4 | $2K | Buy |
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|
2014
Q3 | $2K | Sell |
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|
2014
Q2 | $376K | Buy |
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|
2014
Q1 | $2K | Buy |
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