Cornerstone Wealth Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-174,686
Closed -$2.56M 1133
2018
Q3
$2.56M Buy
174,686
+104,076
+147% +$1.52M 0.03% 435
2018
Q2
$1.14M Buy
+70,610
New +$1.14M 0.01% 724