RBA
Richard Bernstein Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-69,461
| Closed | -$3.18M | – | 278 |
|
|
2020
Q1 | $3.18M | Hold |
69,461
| – | – | 0.11% | 102 |
|
|
2019
Q4 | $5.68M | Hold |
69,461
| – | – | 0.18% | 77 |
|
|
2019
Q3 | $6.3M | Hold |
69,461
| – | – | 0.21% | 63 |
|
|
2019
Q2 | $5.66M | Buy |
+69,461
| New | +$5.66M | 0.19% | 75 |
|