Barrett Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $65K | Buy |
|
|||||
|
2021
Q3 | $62K | Hold |
|
|||||
|
2021
Q2 | $62K | Hold |
|
|||||
|
2021
Q1 | $54K | Hold |
|
|||||
|
2020
Q4 | $48K | Hold |
|
|||||
|
2020
Q3 | $41K | Hold |
|
|||||
|
2020
Q2 | $39K | Hold |
|
|||||
|
2020
Q1 | $34K | Sell |
|
|||||
|
2019
Q4 | $92K | Buy |
|
|||||
|
2019
Q3 | $3K | Hold |
|
|||||
|
2019
Q2 | $2K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $2K | Hold |
|
|||||
|
2015
Q4 | $2K | Buy |
|