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Berkeley Capital Partners’s Welltower WELL Stock Holding History

Berkeley Capital Partners’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,615
Closed -$296K – 136
2019
Q4 		$296K Buy
3,615
+85
+2% +$6.96K 0.15% 111
2019
Q3 		$320K Buy
+3,530
New +$320K 0.17% 106