Bernicke Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $669K | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.2M | Buy |
|
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|
2019
Q2 | $978K | Sell |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $987K | Buy |
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|
2018
Q3 | $873K | Buy |
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|
2018
Q2 | $785K | Buy |
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|
2018
Q1 | $564K | Buy |
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|
2017
Q4 | $504K | Buy |
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|
2017
Q3 | $503K | Buy |
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|
2017
Q2 | $457K | Buy |
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|
2017
Q1 | $278K | Buy |
|