Carson Wealth (CWM LLC)
WELL.PRI

Carson Wealth (CWM LLC)’s Welltower Inc. WELL.PRI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-147
Closed -$9K – 1606
2017
Q4 		$9K Hold
147
– – ﹤0.01% 926
2017
Q3 		$9K Buy
+147
New +$9K ﹤0.01% 928