R.H. Bluestein & Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $336K | Hold |
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|
2021
Q4 | $300K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Buy |
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|
2019
Q3 | $218K | Buy |
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