Kelleher Financial Advisors’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$408K Buy
5,897
+2
+0% +$138 0.66% 44
2018
Q3
$378K Buy
5,895
+2
+0% +$128 0.49% 51
2018
Q2
$369K Buy
5,893
+2
+0% +$125 0.53% 50
2018
Q1
$320K Buy
+5,891
New +$320K 0.44% 58