Access Financial Services’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-12,942	Closed	-$910K	–	76
2017 Q3	$910K	Sell	12,942 -219	-2%	-$15.4K	0.7%	43
2017 Q2	$985K	Buy	13,161 +156	+1%	+$11.7K	0.81%	41
2017 Q1	$921K	Buy	13,005 +1,020	+9%	+$72.2K	0.78%	39
2016 Q4	$802K	Buy	+11,985	New	+$802K	0.73%	39