Gary Goldberg Planning Services’s Welltower WELL Stock Holding History

Gary Goldberg Planning Services’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$78K	Hold
2014 Q3	$64K	Buy
2014 Q2	$63K	Sell
2014 Q1	$66K	Hold
2013 Q4	$60K	Hold
2013 Q3	$70K	Hold
2013 Q2	$75K	Buy