BCB
Brian C. Broderick’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,500
| Closed | -$1.5M | – | 83 |
|
|
2023
Q2 | $1.5M | Hold |
18,500
| – | – | 0.39% | 44 |
|
|
2023
Q1 | $1.33M | Hold |
18,500
| – | – | 0.37% | 46 |
|
|
2022
Q4 | $1.21M | Hold |
18,500
| – | – | 0.36% | 44 |
|
|
2022
Q3 | $1.19M | Buy |
18,500
+3,500
| +23% | +$225K | 0.37% | 48 |
|
|
2022
Q2 | $1.24M | Hold |
15,000
| – | – | 0.37% | 48 |
|
|
2022
Q1 | $1.44M | Buy |
15,000
+5,090
| +51% | +$489K | 0.37% | 47 |
|
|
2021
Q4 | $850K | Hold |
9,910
| – | – | 0.2% | 52 |
|
|
2021
Q3 | $817K | Hold |
9,910
| – | – | 0.22% | 53 |
|
|
2021
Q2 | $824K | Hold |
9,910
| – | – | 0.22% | 52 |
|
|
2021
Q1 | $710K | Hold |
9,910
| – | – | 0.2% | 53 |
|
|
2020
Q4 | $640K | Hold |
9,910
| – | – | 0.19% | 54 |
|
|
2020
Q3 | $546K | Sell |
9,910
-10,325
| -51% | -$569K | 0.17% | 60 |
|
|
2020
Q2 | $1.05M | Hold |
20,235
| – | – | 0.35% | 53 |
|
|
2020
Q1 | $926K | Hold |
20,235
| – | – | 0.37% | 53 |
|
|
2019
Q4 | $1.66M | Hold |
20,235
| – | – | 0.54% | 48 |
|
|
2019
Q3 | $1.83M | Buy |
20,235
+4,235
| +26% | +$384K | 0.63% | 47 |
|
|
2019
Q2 | $1.3M | Hold |
16,000
| – | – | 0.46% | 51 |
|
|
2019
Q1 | $1.24M | Buy |
16,000
+6,000
| +60% | +$466K | 0.44% | 52 |
|
|
2018
Q4 | $694K | Hold |
10,000
| – | – | 0.29% | 57 |
|
|
2018
Q3 | $643K | Hold |
10,000
| – | – | 0.22% | 60 |
|
|
2018
Q2 | $627K | Hold |
10,000
| – | – | 0.23% | 61 |
|
|
2018
Q1 | $544K | Hold |
10,000
| – | – | 0.2% | 64 |
|
|
2017
Q4 | $638K | Buy |
+10,000
| New | +$638K | 0.23% | 61 |
|