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Claro Advisors’s Welltower WELL Stock Holding History

Claro Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,691
Closed -$209K – 166
2019
Q1 		$209K Buy
2,691
+176
+7% +$13.7K 0.21% 138
2018
Q4 		$162K Buy
+2,515
New +$162K 0.13% 159