Access Financial Services’s Welltower WELL Stock Holding History

Access Financial Services’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell
2017 Q3	$910K	Sell
2017 Q2	$985K	Buy
2017 Q1	$921K	Buy
2016 Q4	$802K	Buy