Integrated Wealth Management’s Welltower WELL Stock Holding History

Integrated Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$498K	Buy
2016 Q4	$435K	Buy
2016 Q3	$481K	Buy
2016 Q2	$401K	Buy
2016 Q1	$196K	Buy
2015 Q4	$150K	Buy
2015 Q3	$137K	Buy
2015 Q2	$118K	Buy
2015 Q1	$85K	Buy