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CAZ Investments’s Welltower WELL Stock Holding History

CAZ Investments’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-8,689
Closed -$672K – 135
2015
Q1 		$672K Buy
8,689
+3,340
+62% +$258K 0.47% 55
2014
Q4 		$405K Buy
+5,349
New +$405K 0.29% 92