DADC
WELL.PRI

D.A. Davidson & Co’s Welltower Inc. WELL.PRI Stock Holding History

D.A. Davidson & Co’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
-9,650
Closed -$578K – 1169
2017
Q4 		$578K Buy
9,650
+640
+7% +$38.3K 0.01% 622
2017
Q3 		$571K Buy
+9,010
New +$571K 0.01% 639