EisnerAmper Wealth Management Corporate Benefits’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-9,796
Closed -$663K 77
2015
Q3
$663K Buy
9,796
+1,248
+15% +$84.5K 0.47% 50
2015
Q2
$561K Sell
8,548
-702
-8% -$46.1K 0.43% 50
2015
Q1
$716K Buy
9,250
+420
+5% +$32.5K 0.54% 34
2014
Q4
$668K Buy
+8,830
New +$668K 0.53% 37