BI
Ballast Inc’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,885
| Closed | -$235K | – | 100 |
|
|
2019
Q4 | $235K | Sell |
2,885
-380
| -12% | -$31K | 0.13% | 97 |
|
|
2019
Q3 | $295K | Buy |
3,265
+60
| +2% | +$5.42K | 0.18% | 79 |
|
|
2019
Q2 | $261K | Hold |
3,205
| – | – | 0.16% | 83 |
|
|
2019
Q1 | $248K | Sell |
3,205
-110
| -3% | -$8.51K | 0.16% | 83 |
|
|
2018
Q4 | $230K | Sell |
3,315
-724
| -18% | -$50.2K | 0.18% | 74 |
|
|
2018
Q3 | $260K | Buy |
4,039
+400
| +11% | +$25.7K | 0.18% | 81 |
|
|
2018
Q2 | $228K | Buy |
+3,639
| New | +$228K | 0.18% | 78 |
|