Allegis Investment Advisors’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$395K Buy
2017
Q3
$377K Buy
2017
Q2
$280K Buy
2016
Q3
Sell
2016
Q2
$204K Sell
2016
Q1
$232K Sell
2015
Q4
$266K Buy