Bernardo Wealth Planning LLC Welltower Inc. Transaction History

Bernardo Wealth Planning LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 01, 2020	SELL	$33.22 - $89.84 $112,084 - $303,120	-3,374 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$77.4 - $92.21 $11,455 - $13,647	-148 Reduced 4.2%	3,374 $275,000
Q3 2019 Nov 04, 2019	SELL	$81.74 - $92.46 $8,010 - $9,061	-98 Reduced 2.71%	3,522 $319,000
Q2 2019 Aug 13, 2019	SELL	$71.76 - $84.63 $3,588 - $4,231	-50 Reduced 1.36%	3,620 $295,000
Q1 2019 May 08, 2019	SELL	$67.29 - $78.72 $2,960 - $3,463	-44 Reduced 1.18%	3,670 $285,000
Q4 2018 Feb 14, 2019	BUY	$61.6 - $74.72 $228,782 - $277,510	3,714 New	3,714 $258,000

1,153

536M

1.11M

2.1M

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.7B
Description
Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...

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