BRWM
B. Riley Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.05K | Sell |
36,985
-27,699
| -43% | -$2.28K | ﹤0.01% | 177 |
|
|
2022
Q1 | $6.22M | Sell |
64,684
-4,389
| -6% | -$422K | 0.48% | 50 |
|
|
2021
Q4 | $5.92M | Sell |
69,073
-5,066
| -7% | -$434K | 0.41% | 58 |
|
|
2021
Q3 | $6.11M | Sell |
74,139
-1,472
| -2% | -$121K | 0.47% | 54 |
|
|
2021
Q2 | $6.28M | Sell |
75,611
-2,017
| -3% | -$168K | 0.7% | 42 |
|
|
2021
Q1 | $5.56M | Buy |
+77,628
| New | +$5.56M | 0.65% | 44 |
|
|
2020
Q4 | – | Sell |
-76,804
| Closed | -$4.23M | – | 467 |
|
|
2020
Q3 | $4.23M | Sell |
76,804
-2,377
| -3% | -$131K | 0.5% | 55 |
|
|
2020
Q2 | $4.1M | Buy |
79,181
+3,749
| +5% | +$194K | 0.45% | 57 |
|
|
2020
Q1 | $3.45M | Buy |
75,432
+71,513
| +1,825% | +$3.27M | 0.36% | 78 |
|
|
2019
Q4 | $321K | Buy |
3,919
+71
| +2% | +$5.82K | 0.05% | 279 |
|
|
2019
Q3 | $349K | Buy |
3,848
+126
| +3% | +$11.4K | 0.06% | 255 |
|
|
2019
Q2 | $303 | Buy |
3,722
+151
| +4% | +$12 | 0.05% | 281 |
|
|
2019
Q1 | $277K | Sell |
3,571
-281
| -7% | -$21.8K | 0.05% | 293 |
|
|
2018
Q4 | $267K | Buy |
3,852
+76
| +2% | +$5.27K | 0.06% | 263 |
|
|
2018
Q3 | $243K | Buy |
+3,776
| New | +$243K | 0.06% | 252 |
|
|
2015
Q3 | – | Sell |
-33
| Closed | -$2K | – | 751 |
|
|
2015
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 965 |
|
|
2015
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 976 |
|
|
2014
Q4 | $2K | Buy |
33
+1
| +3% | +$61 | ﹤0.01% | 951 |
|
|
2014
Q3 | $2K | Sell |
32
-5,976
| -99% | -$374K | ﹤0.01% | 994 |
|
|
2014
Q2 | $376K | Buy |
6,008
+5,977
| +19,281% | +$374K | 0.24% | 109 |
|
|
2014
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1019 |
|