EWM
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EPG Wealth Management’s Welltower WELL Stock Holding History

EPG Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-112
Closed -$5K – 779
2020
Q1 		$5K Buy
112
+3
+3% +$134 ﹤0.01% 608
2019
Q4 		$9K Buy
+109
New +$9K 0.01% 444