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Acorn Wealth Advisors’s Welltower WELL Stock Holding History

Acorn Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-730
Closed -$45K – 447
2018
Q2 		$45K Hold
730
– – 0.04% 292
2018
Q1 		$38K Hold
730
– – 0.03% 307
2017
Q4 		$46K Buy
+730
New +$46K 0.04% 269