BHWM
Bar Harbor Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,370
| Closed | -$210K | – | 266 |
|
|
2025
Q1 | $210K | Buy |
+1,370
| New | +$210K | 0.01% | 241 |
|
|
2017
Q1 | – | Sell |
-3,561
| Closed | -$238K | – | 353 |
|
|
2016
Q4 | $238K | Sell |
3,561
-20
| -0.6% | -$1.34K | 0.03% | 321 |
|
|
2016
Q3 | $268K | Hold |
3,581
| – | – | 0.03% | 295 |
|
|
2016
Q2 | $273K | Buy |
3,581
+520
| +17% | +$39.6K | 0.03% | 276 |
|
|
2016
Q1 | $212K | Buy |
+3,061
| New | +$212K | 0.03% | 291 |
|