Kaizen Advisory’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$67K Buy
971
+138
+17% +$9.52K 0.05% 272
2018
Q3
$54K Hold
833
0.03% 323
2018
Q2
$52K Buy
833
+476
+133% +$29.7K 0.03% 322
2018
Q1
$19K Hold
357
0.02% 347
2017
Q4
$23K Buy
+357
New +$23K 0.01% 306