Benjamin F. Edwards & Company’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $228K | Sell |
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $121K | Sell |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $118K | Buy |
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|
2021
Q2 | $104K | Sell |
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|
2021
Q1 | $101K | Sell |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | $101K | Buy |
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|
2020
Q2 | $82K | Sell |
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|
2020
Q1 | $87K | Buy |
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|
2019
Q4 | $129K | Sell |
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|
2019
Q3 | $155K | Sell |
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|
2019
Q2 | $148K | Sell |
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|
2019
Q1 | $152K | Sell |
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|
2018
Q4 | $162K | Sell |
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|
2018
Q3 | $247K | Buy |
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|
2018
Q2 | $191K | Sell |
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|
2018
Q1 | $215K | Sell |
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|
2017
Q4 | $294K | Sell |
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|
2017
Q3 | $331K | Buy |
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|
2017
Q2 | $217K | Buy |
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|
2017
Q1 | $128K | Buy |
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|
2016
Q4 | $107K | Buy |
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|
2016
Q3 | $96K | Buy |
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|
2016
Q2 | $97K | Sell |
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|
2016
Q1 | $96K | Sell |
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|
2015
Q4 | $96K | Sell |
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|
2015
Q3 | $97K | Sell |
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|
2015
Q2 | $107K | Buy |
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|
2015
Q1 | $118K | Sell |
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|
2014
Q4 | $143K | Sell |
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|
2014
Q3 | $121K | Buy |
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|
2014
Q2 | $92K | Buy |
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|
2014
Q1 | $87K | Buy |
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|
2013
Q4 | $62K | Buy |
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|
2013
Q3 | $40K | Buy |
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|
2013
Q2 | $39K | Buy |
|