Destination Wealth Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-130
Closed -$10K 762
2019
Q1
$10K Buy
+130
New +$10K ﹤0.01% 483
2018
Q4
Sell
-32
Closed -$2K 712
2018
Q3
$2K Sell
32
-168
-84% -$10.5K ﹤0.01% 595
2018
Q2
$13K Buy
+200
New +$13K ﹤0.01% 379