CA
WELL.PRI

Clearstead Advisors’s Welltower Inc. WELL.PRI Stock Holding History

Clearstead Advisors’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,000
Closed -$331K – 261
2017
Q2 		$331K Hold
5,000
– – 0.05% 174
2017
Q1 		$316K Buy
+5,000
New +$316K 0.05% 171