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Frontier Wealth Management’s Welltower WELL Stock Holding History

Frontier Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-8,431
Closed -$652K – 383
2015
Q1 		$652K Buy
8,431
+138
+2% +$10.7K 0.1% 138
2014
Q4 		$628K Buy
+8,293
New +$628K 0.12% 122