BWL
Bogart Wealth LLC’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
1,553
+27
| +2% | +$4.15K | 0.01% | 213 |
|
|
2025
Q1 | $234K | Buy |
1,526
+7
| +0.5% | +$1.07K | 0.01% | 209 |
|
|
2024
Q4 | $191K | Hold |
1,519
| – | – | 0.01% | 222 |
|
|
2024
Q3 | $194K | Hold |
1,519
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $158K | Sell |
1,519
-1,858
| -55% | -$194K | 0.01% | 230 |
|
|
2024
Q1 | $316K | Hold |
3,377
| – | – | 0.02% | 172 |
|
|
2023
Q4 | $305K | Hold |
3,377
| – | – | 0.02% | 176 |
|
|
2023
Q3 | $277K | Sell |
3,377
-7
| -0.2% | -$573 | 0.02% | 176 |
|
|
2023
Q2 | $274K | Hold |
3,384
| – | – | 0.02% | 179 |
|
|
2023
Q1 | $243K | Hold |
3,384
| – | – | 0.02% | 169 |
|
|
2022
Q4 | $222K | Hold |
3,384
| – | – | 0.02% | 176 |
|
|
2022
Q3 | $218K | Sell |
3,384
-40
| -1% | -$2.58K | 0.02% | 164 |
|
|
2022
Q2 | $282K | Sell |
3,424
-100
| -3% | -$8.24K | 0.02% | 147 |
|
|
2022
Q1 | $339K | Buy |
3,524
+1,336
| +61% | +$129K | 0.03% | 136 |
|
|
2021
Q4 | $188K | Hold |
2,188
| – | – | 0.02% | 155 |
|
|
2021
Q3 | $180K | Sell |
2,188
-225
| -9% | -$18.5K | 0.02% | 152 |
|
|
2021
Q2 | $201K | Sell |
2,413
-29
| -1% | -$2.42K | 0.02% | 147 |
|
|
2021
Q1 | $175K | Buy |
2,442
+1,336
| +121% | +$95.7K | 0.02% | 138 |
|
|
2020
Q4 | $71K | Buy |
1,106
+446
| +68% | +$28.6K | 0.01% | 180 |
|
|
2020
Q3 | $36K | Sell |
660
-36
| -5% | -$1.96K | 0.01% | 218 |
|
|
2020
Q2 | $36K | Sell |
696
-33,410
| -98% | -$1.73M | 0.01% | 198 |
|
|
2020
Q1 | $1.56M | Sell |
34,106
-18
| -0.1% | -$824 | 0.43% | 39 |
|
|
2019
Q4 | $2.79M | Buy |
34,124
+672
| +2% | +$55K | 0.89% | 24 |
|
|
2019
Q3 | $3.03M | Buy |
33,452
+61
| +0.2% | +$5.53K | 1.49% | 7 |
|
|
2019
Q2 | $2.72M | Buy |
33,391
+2,799
| +9% | +$228K | 1.65% | 13 |
|
|
2019
Q1 | $2.37M | Sell |
30,592
-2,879
| -9% | -$223K | 1.14% | 16 |
|
|
2018
Q4 | $2.32M | Buy |
33,471
+620
| +2% | +$43K | 1.16% | 10 |
|
|
2018
Q3 | $2.11M | Buy |
32,851
+2,013
| +7% | +$129K | 1.22% | 15 |
|
|
2018
Q2 | $1.93M | Buy |
30,838
+1,203
| +4% | +$75.4K | 1.18% | 12 |
|
|
2018
Q1 | $1.62M | Buy |
29,635
+3,261
| +12% | +$178K | 0.94% | 24 |
|
|
2017
Q4 | $1.68M | Buy |
26,374
+1,478
| +6% | +$94.3K | 1.08% | 19 |
|
|
2017
Q3 | $1.7M | Sell |
24,896
-154
| -0.6% | -$10.5K | 1.26% | 16 |
|
|
2017
Q2 | $1.88M | Buy |
25,050
+7,210
| +40% | +$540K | 1.2% | 12 |
|
|
2017
Q1 | $1.26M | Buy |
17,840
+1,772
| +11% | +$125K | 0.84% | 18 |
|
|
2016
Q4 | $1.08M | Buy |
+16,068
| New | +$1.08M | 0.73% | 21 |
|