BOGART WEALTH, LLC – Welltower Inc. Transaction History
BOGART WEALTH, LLC portfolio value:
$218,000
portfolio value
BOGART WEALTH, LLC quarter portfolio value change:
-21.89%
quarter
Welltower Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.17% | -40 shares | -64K | $64.32 | 3.38K |
| Q2 2022 | share | Decrease | -2.84% | -100 shares | -57K | $82.35 | 3.42K |
| Q1 2022 | share | Increase | +61.06% | 1.33K shares | 151K | $96.14 | 3.52K |
| Q4 2021 | share | 0.00% | 0 shares | 8K | $85.9 | 2.18K | |
| Q3 2021 | share | Decrease | -9.32% | -225 shares | -21K | $81.81 | 2.18K |
| Q2 2021 | share | Decrease | -1.19% | -29 shares | 26K | $81.91 | 2.41K |
| Q1 2021 | share | Increase | +120.80% | 1.33K shares | 104K | $70.03 | 2.44K |
| Q4 2020 | share | Increase | +67.58% | 446 shares | 35K | $62.62 | 1.10K |
| Q3 2020 | share | Decrease | -5.17% | -36 shares | 0 | $52.9 | 660 |
| Q2 2020 | share | Decrease | -97.96% | -33.41K shares | -1.52M | $49.15 | 696 |
| Q1 2020 | share | Decrease | -0.05% | -18 shares | -1.23M | $42.9 | 34.10K |
| Q4 2019 | share | Increase | +2.01% | 672 shares | -241K | $75.88 | 34.12K |
| Q3 2019 | share | Increase | +0.18% | 61 shares | 310K | $83.23 | 33.45K |
| Q2 2019 | share | Increase | +9.15% | 2.79K shares | 349K | $74.12 | 33.39K |
| Q1 2019 | share | Decrease | -8.60% | -2.87K shares | 50K | $69.76 | 30.59K |
| Q4 2018 | share | Increase | +1.89% | 620 shares | 210K | $61.68 | 33.47K |
| Q3 2018 | share | Increase | +6.53% | 2.01K shares | 180K | $56.44 | 32.85K |
| Q2 2018 | share | Increase | +4.06% | 1.20K shares | 311K | $54.26 | 30.83K |
| Q1 2018 | share | Increase | +12.36% | 3.26K shares | -60K | $46.39 | 29.63K |
| Q4 2017 | share | Increase | +5.94% | 1.47K shares | -17K | $53.49 | 26.37K |
| Q3 2017 | share | Decrease | -0.61% | -154 shares | -176K | $58.21 | 24.89K |
| Q2 2017 | share | Increase | +40.41% | 7.21K shares | 612K | $61.25 | 25.05K |
| Q1 2017 | share | Increase | +11.03% | 1.77K shares | 188K | $57.24 | 17.84K |
| Q4 2016 | share | Increase | 0.00% | 16.06K shares | 1.07M | $53.39 | 16.06K |