Ancora Family Wealth Advisors’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$3.32M Sell
44,439
-6,326
-12% -$473K 1.13% 23
2016
Q2
$3.87M Sell
50,765
-1,830
-3% -$139K 1.46% 14
2016
Q1
$3.65M Buy
52,595
+420
+0.8% +$29.1K 1.49% 15
2015
Q4
$3.55M Buy
52,175
+9,537
+22% +$649K 1.52% 13
2015
Q3
$2.89M Buy
+42,638
New +$2.89M 1.2% 18