Aris Wealth Services’s Welltower WELL Stock Holding History

Aris Wealth Services’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$1.2M	Sell
2015 Q2	$1.19M	Sell
2015 Q1	$1.45M	Sell
2014 Q4	$1.43M	Sell
2014 Q3	$1.18M	Buy
2014 Q2	$1.1M	Buy
2014 Q1	$991K	Buy
2013 Q4	$842K	Buy
2013 Q3	$912K	Buy
2013 Q2	$943K	Buy