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Aldebaran Financial’s Welltower WELL Stock Holding History

Aldebaran Financial’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,621
Closed -$274K – 116
2014
Q4 		$274K Hold
3,621
– – 0.24% 93
2014
Q3 		$226K Hold
3,621
– – 0.2% 102
2014
Q2 		$227K Hold
3,621
– – 0.18% 107
2014
Q1 		$216K Buy
+3,621
New +$216K 0.19% 110