B
Bailard’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
6,516
-213
| -3% | -$32.7K | 0.02% | 323 |
|
|
2025
Q1 | $1.03M | Buy |
6,729
+513
| +8% | +$78.6K | 0.03% | 302 |
|
|
2024
Q4 | $783K | Buy |
6,216
+173
| +3% | +$21.8K | 0.02% | 342 |
|
|
2024
Q3 | $774K | Buy |
6,043
+408
| +7% | +$52.2K | 0.02% | 354 |
|
|
2024
Q2 | $587K | Sell |
5,635
-64
| -1% | -$6.67K | 0.02% | 418 |
|
|
2024
Q1 | $533K | Sell |
5,699
-221
| -4% | -$20.7K | 0.01% | 448 |
|
|
2023
Q4 | $534K | Buy |
5,920
+1,044
| +21% | +$94.1K | 0.02% | 448 |
|
|
2023
Q3 | $399K | Buy |
+4,876
| New | +$399K | 0.01% | 459 |
|
|
2023
Q1 | – | Sell |
-5,753
| Closed | -$377K | – | 797 |
|
|
2022
Q4 | $377K | Sell |
5,753
-16
| -0.3% | -$1.05K | 0.01% | 458 |
|
|
2022
Q3 | $371K | Sell |
5,769
-69
| -1% | -$4.44K | 0.02% | 419 |
|
|
2022
Q2 | $481K | Buy |
5,838
+25
| +0.4% | +$2.06K | 0.02% | 383 |
|
|
2022
Q1 | $559K | Buy |
+5,813
| New | +$559K | 0.02% | 381 |
|
|
2020
Q3 | – | Sell |
-5,385
| Closed | -$279K | – | 623 |
|
|
2020
Q2 | $279K | Buy |
5,385
+990
| +23% | +$51.3K | 0.02% | 372 |
|
|
2020
Q1 | $201K | Hold |
4,395
| – | – | 0.01% | 407 |
|
|
2019
Q4 | $359K | Sell |
4,395
-100
| -2% | -$8.17K | 0.02% | 375 |
|
|
2019
Q3 | $407K | Hold |
4,495
| – | – | 0.02% | 315 |
|
|
2019
Q2 | $366K | Buy |
4,495
+200
| +5% | +$16.3K | 0.02% | 370 |
|
|
2019
Q1 | $333K | Hold |
4,295
| – | – | 0.02% | 397 |
|
|
2018
Q4 | $298K | Hold |
4,295
| – | – | 0.02% | 422 |
|
|
2018
Q3 | $276K | Hold |
4,295
| – | – | 0.02% | 477 |
|
|
2018
Q2 | $269K | Hold |
4,295
| – | – | 0.02% | 459 |
|
|
2018
Q1 | $234K | Buy |
+4,295
| New | +$234K | 0.01% | 441 |
|
|
2014
Q3 | – | Sell |
-7,000
| Closed | -$439K | – | 271 |
|
|
2014
Q2 | $439K | Buy |
+7,000
| New | +$439K | 0.07% | 140 |
|