BAM
Bruderman Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-900
| Closed | -$70K | – | 563 |
|
|
2019
Q1 | $70K | Buy |
+900
| New | +$70K | 0.02% | 228 |
|
|
2017
Q3 | – | Sell |
-1,026
| Closed | -$77K | – | 317 |
|
|
2017
Q2 | $77K | Buy |
+1,026
| New | +$77K | 0.02% | 175 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$67K | – | 316 |
|
|
2016
Q4 | $67K | Hold |
1,000
| – | – | 0.02% | 176 |
|
|
2016
Q3 | $75K | Hold |
1,000
| – | – | 0.02% | 174 |
|
|
2016
Q2 | $76K | Hold |
1,000
| – | – | 0.02% | 179 |
|
|
2016
Q1 | $69K | Hold |
1,000
| – | – | 0.02% | 175 |
|
|
2015
Q4 | $68K | Sell |
1,000
-56
| -5% | -$3.81K | 0.03% | 181 |
|
|
2015
Q3 | $72K | Buy |
1,056
+30
| +3% | +$2.05K | 0.03% | 178 |
|
|
2015
Q2 | $67K | Hold |
1,026
| – | – | 0.03% | 194 |
|
|
2015
Q1 | $79K | Buy |
+1,026
| New | +$79K | 0.03% | 177 |
|