RCM
RVB Capital Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-18,500
| Closed | -$1.54M | – | 52 |
|
|
2021
Q2 | $1.54M | Sell |
18,500
-41,000
| -69% | -$3.41M | 1.28% | 32 |
|
|
2021
Q1 | $4.26M | Buy |
59,500
+9,500
| +19% | +$680K | 3.28% | 15 |
|
|
2020
Q4 | $3.23M | Buy |
50,000
+15,000
| +43% | +$969K | 2.73% | 17 |
|
|
2020
Q3 | $1.93M | Buy |
35,000
+7,500
| +27% | +$413K | 1.81% | 23 |
|
|
2020
Q2 | $1.42M | Buy |
+27,500
| New | +$1.42M | 5.74% | 8 |
|