R.H. Bluestein & Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $225K | Hold |
3,500
| – | – | 0.01% | 302 |
|
|
2022
Q2 | $288K | Hold |
3,500
| – | – | 0.02% | 258 |
|
|
2022
Q1 | $336K | Hold |
3,500
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $300K | Hold |
3,500
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $288K | Hold |
3,500
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $291K | Hold |
3,500
| – | – | 0.01% | 337 |
|
|
2021
Q1 | $251K | Hold |
3,500
| – | – | 0.01% | 355 |
|
|
2020
Q4 | $226K | Buy |
+3,500
| New | +$226K | 0.01% | 348 |
|
|
2020
Q1 | – | Sell |
-2,700
| Closed | -$221K | – | 360 |
|
|
2019
Q4 | $221K | Buy |
2,700
+300
| +13% | +$24.6K | 0.01% | 323 |
|
|
2019
Q3 | $218K | Buy |
+2,400
| New | +$218K | 0.01% | 298 |
|