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Burt Wealth Advisors’s Welltower WELL Stock Holding History

Burt Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-207
Closed -$15K – 410
2017
Q2 		$15K Buy
+207
New +$15K 0.01% 269
2016
Q1 		– Sell
-53
Closed -$3K – 725
2015
Q4 		$3K Buy
+53
New +$3K ﹤0.01% 437