Berman Capital Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $159K | Buy |
1,937
+681
| +54% | +$55.9K | 0.03% | 322 |
|
|
2021
Q2 | $104K | Buy |
1,256
+263
| +26% | +$21.8K | 0.02% | 375 |
|
|
2021
Q1 | $71K | Buy |
993
+358
| +56% | +$25.6K | 0.01% | 374 |
|
|
2020
Q4 | $41K | Buy |
635
+79
| +14% | +$5.1K | 0.01% | 462 |
|
|
2020
Q3 | $30K | Sell |
556
-2
| -0.4% | -$108 | 0.01% | 481 |
|
|
2020
Q2 | $28K | Sell |
558
-364
| -39% | -$18.3K | 0.01% | 459 |
|
|
2020
Q1 | $41K | Buy |
922
+265
| +40% | +$11.8K | 0.01% | 328 |
|
|
2019
Q4 | $53K | Buy |
657
+2
| +0.3% | +$161 | 0.02% | 318 |
|
|
2019
Q3 | $59K | Buy |
655
+1
| +0.2% | +$90 | 0.02% | 280 |
|
|
2019
Q2 | $53K | Buy |
654
+1
| +0.2% | +$81 | 0.02% | 293 |
|
|
2019
Q1 | $50K | Buy |
653
+15
| +2% | +$1.15K | 0.02% | 270 |
|
|
2018
Q4 | $43K | Buy |
+638
| New | +$43K | 0.02% | 267 |
|