Boston Private Bank & Trust’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$57K Buy
2014
Q4
$53K Buy
2014
Q3
$31K Hold
2014
Q2
$31K Buy
2014
Q1
$18K Sell
2013
Q4
$39K Hold
2013
Q3
$46K Hold
2013
Q2
$49K Buy