BFA
BBJS Financial Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$138 | – | 188 |
|
|
2024
Q1 | $138 | Hold |
1
| – | – | ﹤0.01% | 134 |
|
|
2023
Q4 | $132 | Sell |
1
-2
| -67% | -$264 | ﹤0.01% | 125 |
|
|
2023
Q3 | $230 | Sell |
3
-1
| -25% | -$77 | ﹤0.01% | 122 |
|
|
2023
Q2 | $344 | Sell |
4
-8,904
| -100% | -$766K | ﹤0.01% | 119 |
|
|
2023
Q1 | $639K | Buy |
8,908
+2,227
| +33% | +$160K | 0.26% | 39 |
|
|
2022
Q4 | $438K | Buy |
+6,681
| New | +$438K | 0.2% | 47 |
|