BBJS Financial Advisors, LLC
- SEC CIK
- 0001966040
- Latest filing
- Oct 15, 2024
WELL holding history
Welltower Inc. in every 13F filed by BBJS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WELL overviewAll 13F holders of WELLFull Q3 2024 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −1−100.0% | Sold out | Holders |
| Q1 2024 | 1 | $138 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1 | $132 | <0.1% | −2−66.7% | Reduced | Holders |
| Q3 2023 | 3 | $230 | <0.1% | −1−25.0% | Reduced | Holders |
| Q2 2023 | 4 | $344 | <0.1% | −8,904−100.0% | Reduced | Holders |
| Q1 2023 | 8,908 | $638.6K | 0.3% | +2,227+33.3% | Added | Holders |
| Q4 2022 | 6,681 | $437.9K | 0.2% | – | No prior filing | Holders |