BFS
Bard Financial Services’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,775
| Closed | -$267K | – | 309 |
|
|
2022
Q1 | $267K | Sell |
2,775
-7,175
| -72% | -$690K | 0.02% | 257 |
|
|
2021
Q4 | $853K | Sell |
9,950
-21,210
| -68% | -$1.82M | 0.07% | 162 |
|
|
2021
Q3 | $2.57M | Sell |
31,160
-9,450
| -23% | -$779K | 0.23% | 99 |
|
|
2021
Q2 | $3.38M | Sell |
40,610
-550
| -1% | -$45.7K | 0.3% | 85 |
|
|
2021
Q1 | $2.95M | Sell |
41,160
-500
| -1% | -$35.8K | 0.29% | 87 |
|
|
2020
Q4 | $2.69M | Buy |
+41,660
| New | +$2.69M | 0.27% | 91 |
|